Products tagged with 'assets'

What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.

Understand the basics of retirement benefits and relevant tax issues specific to planning with retirement assets in an elder law context.

The financial affidavit can be the divorce lawyer’s greatest tool. Learn how to prepare the affidavit with the client and how to effectively disclose and discover income, assets, expenses and debts.