Kurre Schneps LLP Articles

A Premier Elder Law and Trusts & Estates Law Firm

529
Estate Planning

Do I Need a 529 Education Savings Plan?

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?

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Qualified Charitable Distribution
Estate Planning

Estate Planning Mistakes to Avoid

According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.

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Cost,Of,Living,,Home,Loan,,Family,Finance,And,Child,Trust
Estate Planning

How to Plan for a ‘Fragile’ Beneficiary

Today, estate planning can encompass more than addressing your potential tax exposure. It frequently requires protection of a “fragile beneficiary,” who can include family members with disabilities, individuals struggling with addiction, spendthrifts and even minors. There are planning options available to do so.

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Estate Planning

When Should You Update Your Estate Plan?

If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.

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