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Wills vs. Trusts:Â Take Control of Your Wealth Distribution!
You work hard for your money and want to ensure that your wealth distribution goes according to your wishes upon death. Sadly, many...
Robert P. Newman, Esq.
May 22, 20182 min read
17


An Estate Planning Checklist to Facilitate Wealth Transfer
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved...
Robert P. Newman, Esq.
Mar 27, 20182 min read
21


Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially...
Robert P. Newman, Esq.
Mar 6, 20182 min read
8


HOW TAX REFORM WILL IMPACT YOU AND YOUR ESTATE PLANNING
In December 2017, Congress passed, and the President signed a sweeping tax reform bill commonly known as the "Tax Cuts and Jobs Act"....
Robert P. Newman, Esq.
Jan 10, 20184 min read
21


Proposed Federal Estate & Gift Tax Reform – What You Need To Know Now
The U.S. House of Representatives and the U.S. Senate have now passed separate versions of the "Tax Cuts and Jobs Act." The proposals...
Robert P. Newman, Esq.
Dec 7, 20174 min read
12
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