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Monthly Archives: May 2022

401K_Pension

Employer-Provided Retirement Savings And Your Estate Plan

By David Toback |

The term “the Great Resignation” has been all over the media for the past year, but it has different connotations depending on the age of the workers to which it is being applied.  For younger workers, the conventional wisdom is that a “work stinks” attitude is an essential feature of the Zeitgeist, and that… Read More »

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ChurchState

How The Separation Of Church And State Affects Your Estate Plan

By David Toback |

The First Amendment to the United States Constitution provides for the separation of church and state.  This means not only that the United States does not have an official state religion and that people are free to practice any religion or none at all, but also that the federal and state courts in the… Read More »

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Apps

Smartphone Apps Are For Estate Planning, Too

By David Toback |

Family law courts sometimes order divorced couples who cannot stand to be in the same room and cannot talk to each other without fighting to download co-parenting apps like Our Family Wizard, which enable parents to communicate by text message, archiving the messages to show to the court, if necessary, and even warning parents,… Read More »

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Dementia

Estate Planning In A World Where 50 Percent Of Seniors Will Develop Dementia

By David Toback |

The fun parts of estate planning are the parts alluded to in the photos on the websites of estate planning law firms.  You see pictures of seniors walking on the beach with their grandchildren and dancing on the dancefloor as they celebrate their 50th wedding anniversary.  These pictures would make you think that estate… Read More »

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