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Robert P. Newman, Esq.
Jul 3, 20183 min read
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
Before I begin, Happy Birthday to my first love, my beautiful and wonderful mom, Iris Newman! Love you with all my heart and soul! Keep...
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Robert P. Newman, Esq.
Jun 15, 20184 min read
KEEPING THE PEACE
Planning With an Aim Towards Building Unity Battles over the validity or terms of will or trust wreak havoc on families (I represent a...
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Robert P. Newman, Esq.
May 15, 20183 min read
5 To-Do Items For Our Graduates
May is graduation month. This is a time when many of us will be celebrating our children’s academic achievements, and even thinking about...
4
Robert P. Newman, Esq.
May 2, 20183 min read
Estate Planning For the Newly Married
Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you have...
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Robert P. Newman, Esq.
Mar 27, 20182 min read
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...
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Robert P. Newman, Esq.
Feb 27, 20182 min read
Even Vampires Need Estate Planning
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we have learned from the likes of The...
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Robert P. Newman, Esq.
Jan 31, 20183 min read
Do You Own Rental Property? How Proactive, Comprehensive Estate Planning Can Help
A comprehensive estate plan should address all of your assets. For most people, an estate plan must include three common categories: (1)...
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Robert P. Newman, Esq.
Jan 24, 20183 min read
How to Share Family History and Heirlooms with Your Estate Plan
The best time to share your family history with loved ones is right now, before the memories are forgotten. Any time your loved are...
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Robert P. Newman, Esq.
Jan 17, 20183 min read
Organizing for Tax (and Estate Planning) Season
It is the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner. Soon you...
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Robert P. Newman, Esq.
Jan 10, 20184 min read
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"....
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