Marital Status Matters: Important Ramifications of “I Do” and “I Did”

By Jeff Moore If you are in the throes of tying the knot, there may be a few important estate planning ramifications for which your wedding planner failed to prep you. For example, marriage actually revokes your current Will in its entirety. In addition, marriage effectively designates your new spouse as the new beneficiary on

Who’s Yo Beneficiary? No, Really.

The Surprising Importance of Proper Beneficiary Designations By Jeff Moore Most of us have some form of a “beneficiary-designation asset,” such as a life insurance policy, an Individual Retirement Account (IRA), a 401(k) or other retirement account, an annuity contract, or any other type of asset that permits the naming of a beneficiary to receive

An Estate Planner’s Take on the 2012 American Taxpayer Relief Act

Out With the New and in With the Newer By Jeff Moore Like most of you, I too, put all of my New Year’s celebrations on hold until I finally heard that Congress passed the 2012 American Taxpayer Relief Act (“ATRA”) on January 1, 2013, and saved the nation from the “fiscal cliff.” While many