This article originally appeared as a column for the Cleveland Jewish News. Death – right up there with taxes – is one of the few certainties, yet estate planning is something that many fail to consider until it is too late. Rather than leaving it to your spouse, your children, or worse, the state, to figure out, your best bet…
This article originally appeared as a column for the Cleveland Jewish News. Inheritances – or, more precisely, who gets them – serve as the plot device for many a movie. Imagine, if you will, two hopeful heirs to a large family fortune. One heir coerces the elderly, not altogether there, relative to revise his will in order to disinherit the…
This article originally appeared as a column for the Cleveland Jewish News. While official statistics are difficult to find, it has been estimated that more than half of adult Americans have no will to specify how their assets are to be distributed upon death. Most people understand that a will is a good thing, a prudent thing. Regardless, too many…
This article originally appeared as a column for the Cleveland Jewish News. Frequently, charitable donations are made as isolated, one-time events. Perhaps you are checking out at a store and opt to make a small cash donation to whichever organization is sponsored there. Or maybe you’ve left a bag of clothing or household goods on your front porch for a…
This article originally appeared as a column for the Cleveland Jewish News. When a couple gets married, it is common to do a bit of estate planning. A person, for example, might make his or her spouse the beneficiary on any life insurance policies and retirement plans. A joint and survivorship deed on any real property might be executed. The…