Blog Do I Have to Mention my Evil Twin Brother in my Will? The fictitious John Powers wanted to do his estate planning. As a first step, his…Stacey RombergMay 18, 2021
Blog Is the STEP Act a Good Step Forward? Eleanor, a fictitious 95-year-old widow, recently passed away. Eleanor’s Last Will and Testament provided that…Stacey RombergMay 4, 2021
Blog It ain’t over till it’s over: Why keep an estate open to file income taxes? Frequently, the administrator of an estate will have completed the tasks of probate administration but…Sherry LuedersMarch 30, 2021
Blog An Estate Plan Can Help Avoid a Princely Sum in Attorneys’ Fees Tragically, when Prince died on April 21, 2016 of a fentanyl overdose, he died without…Stacey RombergFebruary 2, 2021
Blog Be Careful with that Bank Account When someone dies, can another person deposit funds into the deceased person’s bank account? Or…Stacey RombergJanuary 19, 2021
Blog A Will to Start 2021 on a Positive Note As 2021 begins, it seems like a no-brainer that it’s bound to be a more…Stacey RombergJanuary 5, 2021
Blog Give It Away Now or Later: Charitable Giving with a Donor-Advised Fund A neighbor recently posted in my neighborhood Facebook group seeking recommendations for local arts organizations…Sherry LuedersDecember 29, 2020
Blog What is a Medallion? The Merriam-Webster dictionary defines the word medallion as: “1: a large medal; 2: something resembling a…Stacey RombergDecember 1, 2020
Blog Giving Thanks and Charitable Giving Thanksgiving 2020 is going to be a much smaller, quieter affair for most of us.…Sherry LuedersNovember 24, 2020
Blog Buckle Up: The Potentially Bumpy Ride for Beneficiaries of Bank Accounts How do you plan to distribute your bank accounts upon your death? Some people choose…Stacey RombergNovember 3, 2020