What Happens If You Don’t Name Beneficiaries?

Benjamin Long Beneficiaries, Guardians, IRA, Minor Children

“If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still …

Coronavirus Makes Estate and Tax Planning an Urgent Task

Benjamin Long Beneficiaries, Minor Children, Special Needs, Trusts

“What may have seemed like something to take care of ‘one day,’ has turned into a basic necessity that makes it essential and necessary for …

Top 10 Reasons To Get Going on an Estate Plan

Benjamin Long Assets, Estate Planning, HIPAA Authorization, Inheritance, Minor Children, Wills

“It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was not smart. You are …

Estate Plan Updates in the Age of Coronavirus

Benjamin Long Healthcare, Minor Children, Power of Attorney

“Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning …