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Author Archives: admin
The Importance of Keeping Beneficiaries Updated
The importance of updating your beneficiary designations, specifically for policies which fall under Federal Employees’ Group Life Insurance (“FEGLI”) for life insurance policies has just been highlighted by the Supreme Court’s 9-0 decision in Hillman v. Maretta. During the marriage of … Continue reading
Posted in Beneficiaries, Divorce, Estate Planning
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Estate Planning Faux Pas
Estate planning is important. If you haven’t already considered an estate plan, there is no time like the present. When considering how to start this process, you should consider professional advice. Fields and Dennis has years of experience under its … Continue reading
Estate Planning and Second Marriages
If you are thinking about remarriage after a divorce, there is much to consider. Second marriages have become far more common in recent years, as divorce rates and life expectancy both increase. While pursuing a life with someone you love … Continue reading
Posted in Beneficiaries, Divorce, Estate Planning, Trust, Will
Tagged beneficiaries, Divorce, Estate Planning, Prenuptual Agreement, Second Marriage, Trust, Will
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Estate Planning Lessons from Downton Abbey
A recent article from The Wall Street Journal offered “Money Lessons from Downton Abbey.” The popular British drama that takes place in the early 20th century recently ended its third season, but more important than providing entertainment, it can apparently … Continue reading
Posted in Beneficiaries, Estate Planning, Trust, Will
Tagged beneficiaries, Downton Abbey, Estate Planning, Inheritance, Will
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Study Says Stories are Most Valued Inheritance
In a 2012 survey by the Allianz Life Insurance Company of North America, it was determined that family stories are more important to many than material inheritance. The American Legacies Pulse Study surveyed baby boomers (age 47-66) and elders (72+) … Continue reading
Posted in Estate Planning
Tagged assets, beneficiaries, Estate Planning, Inheritance, Will
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Writing Your Social Media #Will
While writing your will you may think about who will inherit your home, drive your car, or care for your pets. You may even worry about who will bear the burden of your debt. With so many things to concern … Continue reading
Posted in Estate Planning, Will
Tagged Estate Plan, Facebook, Online Executor, Social Media, Will
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Disinheriting Someone Isn’t Always Easy
The desire to disinherit someone from a will isn’t always as negative as it sounds. While most times individuals are disinherited out of anger or pride, it isn’t unheard of to desire one person to receive more or less of an estate due to … Continue reading
Posted in Beneficiaries, Estate Planning, Will
Tagged assets, beneficiaries, Disinheriting, Estate Planning, Inheritance, Will
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Don’t Leave Your Legacy to Chance: Estate Planning For Lottery Winners
It seems pulled from the pages of a mystery story, but you may have heard it in the headlines recently. What happens if you win the lottery but die mysteriously shortly after? Urooj Khan may have gotten lucky when he … Continue reading
Posted in Beneficiaries, Estate Planning, Estate Tax, Trust, Will
Tagged beneficiaries, Estate Planning, Estate Tax, Irrevocable Life Insurance Trust, Lottery Winners, Trust, Will
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“Talking about the Law” with Bob Flynn on WRCN
Hugh and I are really looking forward to speaking with Bob Flynn, host of “Talking about the Law” on WRCN Radio. Bob is a family mediator and longtime advocate for family and community wellness. Please tune into WRCN 830AM from … Continue reading
Remarks on the 2012 Special Needs Trusts National Conference
This year’s Special Needs Trusts National Conference, held in St. Pete Beach, Florida, was exceptional. As a New Englander, heading down to Florida for a conference elicits a lot of jealous remarks-but it wasn’t the weather that cheered me up, … Continue reading
Posted in Estate Planning, Special Needs Trust
Tagged SNT, SNT Conference, Special Needs Trusts
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