As you plan for the future, you want to make sure your assets support your family in the way you intend. A pour-over will can be an important part of a trust-based estate plan, helping move any property that is not already in your trust into the trust after your...
If you are in your 30s, advancing in your career and earning a steady income, estate planning may not rank high on your list of priorities. You may own a home or condominium, contribute regularly to retirement accounts and maintain brokerage or investment portfolios....
Intangible assets in a New Hampshire legacy plan are nonphysical rights and interests that may hold value for your family over time. Planning for these assets intentionally can help your loved ones manage, protect and benefit from what you built. Understanding...
A revocable trust holds property for your benefit during your lifetime. You can change or cancel it anytime while you are mentally capable. In most New Hampshire plans, you serve as trustee and keep control of the assets. Because the trust is revocable, it stays...
Attorney Ora Schwartzberg, Plymouth, NH A major concern of many of our clients is how to protect their children’s inheritance from a future divorce. If planned in advance, such protection can be incorporated into your Revocable Living Trust. One of the ways to offer...
When you pass away, your family may need to file documents with the Probate Court in order to claim their inheritance. Although having a Will is a good basic form of planning, a Will does not allow you to avoid probate. Instead, a Will simply lets you inform the...
Ora’s Legacy A Foreward by Ora Schwartzberg as featured in Stan Miller’s Your American Legacy I heard Stan speak at a WealthCounsel Symposium in Boston, in August of 2019. I had participated in other Symposium sessions and was quite satisfied with the subject matter...
Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this scheme will make their inheritance easy prey for creditors, predators, and...
Equality is a noble concept and one many people turn to when deciding how to divide up their estate. There are many circumstances in which equal distribution of assets among beneficiaries is the right choice, but there are some cases where identical inheritances do...
The Domestic Asset Protection Trust A domestic asset protection trust (DAPT) is a legal structure into which you (in your role as the grantor) transfer your accounts and/or property. Once transferred into the DAPT, the DAPT may offer protection from future lawsuits,...