Estate Planning Archives • Page 3 of 3 • Tully law group

Long Island Estate Planning: Choosing an IRA Contingent Beneficiary

Have you named a contingent beneficiary for your IRA or other retirement account? An article on WealthManagement.com highlights the importance (more…)

Long Island Estate Planning: Reviewing Trusts

Trusts are used for various financial reasons and can be created for both personal and business purposes. There are living (more…)

Long Island Estate Planning: Designate a Beneficiary

Many people overlook one of the simplest ways to ensure that their assets are transferred as they wish. Designating beneficiaries (more…)

Estate Planning for Those Without Next of Kin

An article in US News and World Report presents the question, “If today were your last day on earth, who (more…)

IRA Myths

Due to tax laws and distribution rules, knowing your IRA options can get quite confusing. An article on Time.com (http://time.com/money/3962730/costly-ira-myths/) (more…)

Estate Planning for Single People

We agree with Forbes that it is important to discuss estate planning for single people. A recent article on their (more…)

Estate Planning with Blended Families

Estate planning and end-of-life issues are often difficult to discuss. These discussions may become even more difficult when blended families (more…)

Estate & Elder Planning Misconceptions

Planning ahead will avoid chaos for your loved ones and will also make certain that your wishes are honored upon (more…)

What You Should Do With Your Estate Planning Documents

1. Read your documents. Are all the names right? Have all of your will or trust beneficiaries been listed? Are (more…)

Long Island Estate Planning: Choosing an IRA Contingent Beneficiary

How To Plan For Aging 2024