Trying to decide how to distribute your assets among your children after your death can keep you awake at night. Naturally, you want to stop disputes among siblings before the quarreling begins. It sounds complicated but with a little prior planning, you can do it....
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Categories Elder Law/Special Needs Planning, Estate Planning, Monthly Newsletter
Understanding the three types of special needs trusts
Whether you have a child with a mental or physical disability or you have a disability yourself, you may want to create a special needs trust to protect assets while maintaining eligibility for government benefits. This financial planning tool may allow you to...
Owm Newsletter – January 2020 – Estate Planning: Why You Need To Check Your Beneficiary Designations
Many people periodically update their wills or other estate plans, but do not update their beneficiary designations on non-probate assets such as life insurance or retirement accounts (such as IRAs and 401(k)s). You should review your estate plan with an attorney...
OWM Special Newsletter – National Elder Law Month
Local Elder Law and Estate Planning Attorneys to Offer Free Document Review O’Donnell, Weiss & Mattei, P.C. will be participating in National Elder Law Month this May by offering a free 30 minute consultation with an attorney to review current estate planning...