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  1. HOME
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  3. Category: Estate Planning

Category: Estate Planning


Daniel P. Randolph, Esq.

New Year’s Resolutions 2014

Daniel P. Randolph, Esq. | Dec 12, 2013

The end of the year will be here before we know it. But there is still time for you or your clients to get some major estate planning goals accomplished. Here are 5 things you or your clients should do before the end of 2013.

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Posted in Estate Planning




Daniel P. Randolph, Esq.

Writing a Memorandum of Intent for a Child with Special Needs

Daniel P. Randolph, Esq. | Sep 23, 2013

While creating a financial plan and establishing a specialized trust are central to preparing for your child’s future, special needs planners also advise families to write down their intentions and expectations in a Memorandum of Intent.

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Posted in Estate Planning, Health Care




Daniel P. Randolph, Esq.

Planning for a Relative with a Disability

Daniel P. Randolph, Esq. | Jul 18, 2013

Many families will confront a medical or personal care expense that is beyond anyone’s planning capabilities.

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Posted in Estate Planning, Financial




Daniel P. Randolph, Esq.

Preserving Family Harmony with an Unequal Last Will and Testament

Daniel P. Randolph, Esq. | Jul 02, 2013

Whether to leave an equal share to each child is one of the toughest questions parents face when drawing up a Last Will and Testament.

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Posted in Estate Planning




Daniel P. Randolph, Esq.

When To Update Your Estate Plan

Daniel P. Randolph, Esq. | Jun 19, 2013

When was the last time you looked at your estate plan? Having outdated legal documents, such as a Last Will and Testament or Durable Power of Attorney, can wreak havoc on your health and your family’s wealth.

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Posted in Estate Planning




Daniel P. Randolph, Esq.

Tips to Avoid Trust Administration Pitfalls

Daniel P. Randolph, Esq. | May 22, 2013

Trust planning raises many questions.

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Posted in Estate Planning




Daniel P. Randolph, Esq.

Common Estate Planning Mistakes

Daniel P. Randolph, Esq. | Jan 31, 2013

Proper estate planning goes beyond allocating money or other assets. Individuals commonly make estate planning mistakes without even realizing the implications of their decisions.

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Posted in Estate Planning




Joseph Zoimen, Esq.

Get Your Gifts in Before the Bush Tax Cuts Expire on December 31st.

Joseph Zoimen, Esq. | Dec 21, 2012

For the average person, the changing of the lifetime tax-free gift limit makes little difference, as they do not have either $1 million or $5 million to give away.

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Posted in Estate Planning, Taxes




Daniel P. Randolph, Esq.

The Importance of Planning Ahead

Daniel P. Randolph, Esq. | Dec 21, 2012

Thinking about and planning for death is not easy. Consequently, some people do not plan ahead for the death of themselves or a loved one.

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Posted in Estate Planning




Daniel P. Randolph, Esq.

Leave a Legacy with an IRA

Daniel P. Randolph, Esq. | Nov 15, 2012

An Individual Retirement Account (IRA) is a great way to leave a legacy.

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Posted in Estate Planning, Investing, Taxes


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