Wills & Trusts
David Stern
A Minor Debacle: Why NOT to Name Your Kids as ...

Most of the time when people set their beneficiaries on things like 401(k)s, IRAs, life insurance policies, and brokerage accounts they name their spouse as “primary” (assuming they have one), and their kids as “contingent.” We’ve been told this eases the burden on our family, so they can avoid probate when we pass - a noble goal! Unfortunately, if your children are under eighteen, this well-intentioned plan can lead to unintended complexities – even if you have a will.

A Minor Debacle: Why NOT to Name Your Kids as Beneficiaries
Small Business
David Stern
Taking Your Business to the Next Level

A lot of the issues in running a business are solved by simply doing a great job for your clients, being honest about what you know and what you don’t, and being a clear communicator. Many others, like those around efficiency and sustainable growth, are a little more complicated yet vitally important to the survival and success of a business.

Taking Your Business to the Next Level
Wills & Trusts
Juliet Mazer-Schmidt Jr.
Estate Plans and the Hands Behind Them: Why ...

Spoiler Alert: Everybody Dies.

While death is a universal point of human connection, the circumstances behind each are distinct – because each life is distinct.

Estate Plans and the Hands Behind Them: Why Humanity Matters in Drafting Your Will.
Wills & Trusts
David Stern
Trusts, Probate, and Other Words You’ve Heard ...

Clients frequently come to us looking to get a trust. My first question is usually, “why do you think you need a trust?”

Trusts, Probate, and Other Words You’ve Heard But Probably Don’t Understand
Wills & Trusts
David Stern
Does the Election Impact My Estate Plan?

Good planning situates people so that they are poised to react strategically no matter the path forward. So, depending on the value of your estate and the type of assets you own, there may be tactics that can be utilized now to properly position yourself to made the right changes (if necessary) between election day and the 1st of the new year.

Does the Election Impact My Estate Plan?

Wills

What Happens to our Digital Footprint when we Die?

What Happens to our Digital Footprint when we Die?

Our lives are increasingly digital. Many of us have gone largely paperless with bank and other financial statements. Bills of all kinds arrive by email and are paid online. Our photos, music, movies, and documents sit on phones and computers and are backed up to the cloud. We spend substantial portions of our days on Facebook, using Gmail, listening to Spotify, networking through LinkedIn, scrolling through Twitter, buying on Amazon, and on and on. Well, what happens to all this when we pass away?