States With the Best Tax Rates for Retirees

Benjamin Long Inheritance, Taxes

Estate and Inheritance Taxes“The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million …

Should Inherited Money Be Equally Split Between Family Members

Benjamin Long Inheritance, Probate

Unequal Inheritances: A Source of Conflict Among Family Members“When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They …

Two Words Could Undo Your Entire Estate Plan

Benjamin Long Beneficiaries, Estate Planning, Inheritance

The Importance of Accurate Estate Planning“’Per stirpes’ vs. ‘per capita.’ Making the wrong choice could cause an estate planning disaster.” No one relishes the idea …

Can I Disinherit Anyone I Want?

Benjamin Long Disinheritance, Estate Planning, Inheritance

Understanding Disinheritance and Its Implications“So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible …

Preparing Children for Inheritances in the Future

Benjamin Long Charity, Guardians, Inheritance, Wealth Management

Laying the Foundation for Inheritance Success “By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s …

Picasso’s Sole Heir Continues To Sell Artwork

Benjamin Long Estate Planning, Inheritance

Picasso’s Complicated Legacy and Family Drama “When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not …

Five Top Reasons To Add Beneficiaries to Investment Accounts

Benjamin Long Beneficiaries, Estate Planning, Inheritance, IRA, Probate

The Importance of Adding Beneficiaries to Investment Accounts “Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower …

Update Will at These 12 Times in Your Life

Benjamin Long Beneficiaries, Disinheritance, Executor, Guardians, Inheritance, Trusts, Wills

When to Update Your Will: 12 Life Events to Consider “It is also important to realize that it isn’t merely ‘why’ you are updating your …

Tapping an Inherited IRA?

Benjamin Long Beneficiaries, Estate Planning Attorney, Inheritance, IRA, RMDs

Understanding Inherited IRA Rules and Regulations “When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If …

Top 10 Reasons To Get Going on an Estate Plan

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

Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …