Parents should know the ABCs of special needs trusts

We all want to provide for our children, and perhaps even leave a little something behind to help lighten their load after we’re gone. But when you’re the parent of a disabled child who may outlive you, the importance—and complexity—of putting financial safeguards in place Read More …

5 ways to avoid getting ‘sandwiched’ by parents and kids

The “sandwich generation” is a term coined for families squeezed between taking care of an aging parent and raising young children or supporting adult children. This is becoming all too common with about one-in-seven middle-aged Americans taking on financial responsibility for both a parent and Read More …

Shocking NYC murder highlights need for estate planning contingencies

Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit. A recent murder case is bringing so-called “slayer statutes” into the limelight and making the case for planning for contingencies in the event a named Read More …

Robin Williams Widow Sues Estate: Does the Trust Trump Survivor Rights?

Prenuptial contracts walled off the assets from alimony claims when the star was alive but death creates new questions about where a late-in-life spouse fits into an estate plan. It looked like Robin Williams had negotiated a smooth inheritance solution for his widow and the Read More …

NY Guardianship and Special Needs planning attorney on RTN with Center for Russian Immigrants

New York Special Needs Planning Attorney Inna Fershteyn speaks about Guardianship Proceedings, Estate Planning for Kids with Disabilities, Life Insurance when your kids are listed as beneficiaries, and planning for different situations a family may be facing. Everyone’s circumstances differ and it is very important Read More …

Robin Williams’ Widow and Children Feud Over Estate

Robin Williams’ widow and his three children from previous marriages are currently engaged in a legal battle over everything from his clothing to his action figures, months after the actor and comic’s death. Williams’ third wife, Susan Schneider Williams, whom he married in 2011, filed Read More …

Young Adults Need Estate Planning Too

In our society, not enough pressure is put on young people to plan ahead. We think of estate planning as something only the wealthy and the elderly take part in, but in reality, many of us realize the need to plan ahead when it is too Read More …