Beneficiaries

Effect of Divorce on Your Will, Trust, and Beneficiary Forms

Posted by:

Posted on: June 19, 2018
By Hallie L. Zobel, Esq.
(Adopted from a 2018 presentation to the National Association of Divorce Professionals)

Are you going through a divorce, or have gone through one recently?

If you’ve ever had the passing thought that your ex-spouse is still named in your will or trust, and cringed, thinking that you have to get that changed before you accidentally hand over your accounts to someone whom you don’t even want to be in the same room ...

Continue Reading →
0

Your Child and Their Inheritance: How to Share the Financials

Posted by:

Your Child and Their Inheritance: How to Share the Financials
Posted on: May 13th, 2013
By: Hallie Zobel, Esq.

Most children are left in the dark regarding detailed information about their parents’ financials. Well-off parents may not want to tell their children for fear of them becoming dependent. Parents who struggle financially may not tell their children as a means to keep them from worrying. Both approaches are understandable, but in failing to speak to children about the family wealth, children ...

Continue Reading →
0