The Risks of Leaving Assets to Beneficiaries “Outright”
We have often discussed the options of how to leave assets to beneficiaries. The often-selected method is outright and free of trust. This merely means that the asset has no [...]
The Case of Marie Long
Several years ago, there was a case in the media, involving a conservator and guardianship in the Maricopa County Superior Court, which was under great scrutiny because of the conservator [...]
Use Caution in Self-Help Estate Planning
We applaud those who are being proactive in creating an estate plan. Unfortunately, we are seeing more and more people creating plans with forms found on Internet sites which advertise [...]
Why Trust-Based Plans Still Need a Financial Power of Attorney
Hi everybody, this is Lou Silverman with Silverman Law Offices. I hope that you're doing well. I know these last couple of months have been a little rough on everybody. [...]
It’s Time to “Spring Clean” Your Estate Plan
Each new year brings the possibility and challenge of updating one’s estate plan. For many of us, the last time we created a plan was when our children were very [...]
The 2020 SECURE Act:
How It Will Affect You and the Beneficiaries of Your Retirement Accounts On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement [...]
Is it Time for Charitable Planning in Your Estate Plan?
Charitable planning is important: Non-profits are having a particularly rough time in raising funds to support their charitable activities. There are multiple reasons. Many people who would customarily write [...]
The Tie Dye Lawyer
During a much deserved vacation with his wife, Lou discovered a new passion that perfectly complements his other passions: his family and law practice. While on vacation in Hawaii, [...]