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Category: Estate Planning

Estate Planning FAQs: Payable on Death (POD) Accounts

By Joanna R. Adu, Esq. If you have a bank account, due consideration should be given to naming a beneficiary (or beneficiaries) through a Payable on Death (POD) or Transfer on Death (TOD) designation as part of a comprehensive estate plan. In this blog, we will address some of the most Frequently Asked Questions (FAQs) …

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When Should I Start Estate Planning?

It is never too early to start looking into the estate planning process. Anyone with a family, a home, and other assets should take steps to protect their family and plan for their passing. Although no one wants to think about death, it is an inevitable part of life. One of the most loving things …

Continue Reading…

How Do I Incorporate Charitable Donations into an Estate Plan?

Estate planning is an important part of life. There is peace of mind knowing one’s affairs are in order, and the legacy one has worked a lifetime to build is secured for the next generation. Charitable giving is an important part of a comprehensive estate plan for many people. Incorporating charitable gifts into an estate …

Continue Reading…

New Will Leaves Larry King Estate in Question

Weeks after the passing of talk-show host Larry King, his estate remains in limbo as reports surfaced of a hand-written will from 2019 that excluded his wife of 22 years, Shawn Southwick King. King was in the process of divorcing his seventh wife, which was not finalized before his death in January. Now it appears …

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How Is an Estate Plan Affected by Divorce?

Spouses commonly list each other as primary beneficiary on life insurance policies and retirement accounts. What happens to these designations upon divorce?

By: Joanna R. Adu, Esq.

Continue Reading…

Wills and Probate: Common Misconceptions

Lyons & Associates, P.C. Senior Associate Joanna Adu debunks 5 common misconceptions concerning wills and probate.

Continue Reading…

Estate Planning Near Me

Estate planning is not often at the top of anyone’s list of things to do. However, it is perhaps one of the most important things you can do for yourself and those you love.

Continue Reading…

Your New Jersey Estate Planning Checklist

Estate planning is one of the best ways to set your affairs in order so you can protect what matters most, even in the event of an untimely death. When you draft a will and take other steps of the estate planning process, you should consider how you want to distribute your resources and minimize …

Continue Reading…

Retirement Account Rule Changes Under the CARES Act

Lyons and Associates is happy to collaborate with Josh Murray, CFP of Tupler Financial in Bridgewater to provide financial tips to our clients in these unprecedented times. Please click here to read his presentation on “Retirement Account Rule Changes Under the CARES Act.”

Continue Reading…

During the COVID-19 Pandemic Notaries Can Perform Their Duties Remotely in New Jersey

Written by Chris Ann Wright, Esq. In New Jersey, the Legislature passed an act allowing oaths, affirmations and affidavits to be taken without endangering people’s health on a temporary basis.  Using technology, a notary public can perform his or her duties using communication technology.  However, not all oaths and signatures can be taken or notarized …

Continue Reading…

Estate Planning FAQs: Payable on Death (POD) Accounts

By Joanna R. Adu, Esq. If you have a bank account, due consideration should be given to naming a beneficiary (or beneficiaries) through a Payable on Death (POD) or Transfer on Death (TOD) designation as part of a comprehensive estate plan. In this blog, we will address some of the most Frequently Asked Questions (FAQs) …

Continue Reading…

When Should I Start Estate Planning?

It is never too early to start looking into the estate planning process. Anyone with a family, a home, and other assets should take steps to protect their family and plan for their passing. Although no one wants to think about death, it is an inevitable part of life. One of the most loving things …

Continue Reading…

How Do I Incorporate Charitable Donations into an Estate Plan?

Estate planning is an important part of life. There is peace of mind knowing one’s affairs are in order, and the legacy one has worked a lifetime to build is secured for the next generation. Charitable giving is an important part of a comprehensive estate plan for many people. Incorporating charitable gifts into an estate …

Continue Reading…

New Will Leaves Larry King Estate in Question

Weeks after the passing of talk-show host Larry King, his estate remains in limbo as reports surfaced of a hand-written will from 2019 that excluded his wife of 22 years, Shawn Southwick King. King was in the process of divorcing his seventh wife, which was not finalized before his death in January. Now it appears …

Continue Reading…

How Is an Estate Plan Affected by Divorce?

Spouses commonly list each other as primary beneficiary on life insurance policies and retirement accounts. What happens to these designations upon divorce?

By: Joanna R. Adu, Esq.

Continue Reading…

Wills and Probate: Common Misconceptions

Lyons & Associates, P.C. Senior Associate Joanna Adu debunks 5 common misconceptions concerning wills and probate.

Continue Reading…

Estate Planning Near Me

Estate planning is not often at the top of anyone’s list of things to do. However, it is perhaps one of the most important things you can do for yourself and those you love.

Continue Reading…

Your New Jersey Estate Planning Checklist

Estate planning is one of the best ways to set your affairs in order so you can protect what matters most, even in the event of an untimely death. When you draft a will and take other steps of the estate planning process, you should consider how you want to distribute your resources and minimize …

Continue Reading…

Retirement Account Rule Changes Under the CARES Act

Lyons and Associates is happy to collaborate with Josh Murray, CFP of Tupler Financial in Bridgewater to provide financial tips to our clients in these unprecedented times. Please click here to read his presentation on “Retirement Account Rule Changes Under the CARES Act.”

Continue Reading…

During the COVID-19 Pandemic Notaries Can Perform Their Duties Remotely in New Jersey

Written by Chris Ann Wright, Esq. In New Jersey, the Legislature passed an act allowing oaths, affirmations and affidavits to be taken without endangering people’s health on a temporary basis.  Using technology, a notary public can perform his or her duties using communication technology.  However, not all oaths and signatures can be taken or notarized …

Continue Reading…