David Lerner Associates News

A Guide to Estate Planning

27 Jan 2017 - Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why.

Advanced Estate Planning Concepts for Women

10 Dec 2015 - On average, women live longer than men, so they will probably have a much longer retirement period that they will have to fund. It also means that if you are married, you will likely inherit your spouse is estate and have the last word about the final disposition of all of the assets you have accumulated during your marriage.

Brexit - Stay Calm and Carry On

8 Jul 2016 - Britain is vote to leave the European Union seems like it should be a strictly local affair - not something to make Americans nervous. But in fact, it may well have something to do with us.

College Savings Plans

31 Mar 2017 - The person most likely to benefit from a college savings plan is obviously the child who goes to college. Keeping your child out of a bottomless pit of student loans is probably the best thing you could do for their finances.

David Lerner Associates: Analyzing Estate Planning and Income Tax Basis

2 Apr 2015 - Income tax basis may be essential when deciding whether to make gifts now or transfer real estate at your death. The income tax basis for the person receiving the property depends upon whether the transfer is by gift or at death.

David Lerner Associates: Charitable Deduction

17 Mar 2015 - The charitable deduction allows you to take off the value of property you offer to charity from your property and might minimize any federal gift and estate tax that might be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and satisfy your estate planning objectives.

David Lerner Associates: Estate Planning Essentials

15 Apr 2016 - An effective and smart estate plan is necessary if you want to make sure your assets are inherited by the intended parties, no matter the size of your estate. If done right, your plan can limit the taxes owed by the beneficiary. Here are some helpful tips.

David Lerner Associates: Important Documents You Need for Estate Planning

6 Oct 2014 - There are five estate planning documents you may need, despite your age, health, or wealth. Read more about those documents and important estate planning tips.

David Lerner Associates: National Healthcare Decision Day

22 Apr 2016 - April 16th was National Healthcare Decision Day. While most people do not always like to talk about what would happen if they were hospitalized and unable to speak for themselves, we are glad this day exists because it brings awareness to the importance of planning for the future.

David Lerner Associates: The difference between a power of attorney and a durable power of attorney

10 Sep 2014 - What are the differences between power of attorney and a durable power of attorney? Find out here.

David Lerner Associates: Trust Basics

17 May 2015 - With a trust you can control how your assets are distributed once you have passed on or perhaps help you plan for the possibility of becoming incapacitated. The power of a trust lies in its versatility--there is a type of trust for almost every situation.

David Lerner Associates: Women and Estate Planning Basics

21 Jul 2014 - When it concerns estate planning females have unique concerns. The fact is that women live approximately 4.8 years longer than men.

David Lerner Associates: Women and Estate Planning Basics

13 Mar 2015 - When it comes to estate planning, women have unique concerns. Women live an average of 4.8 years longer than men, so there is a greater chance that they will need their assets to last longer, and they have a greater need to plan for incapacity. It also means that women need to take responsibility for their own estate planning.

David Lerner Associates; Probate Pros and Cons

15 Jun 2015 - Estate planning is not a subject most people like to think about, but it is something everyone should consider.

Death and Debt

24 Aug 2016 - The death of a spouse is heartbreaking and something that no one really wants to think about. Unfortunately, it is something that needs to be considered and a plan put in place to ease the major adjustment in one is life. The surviving spouse faces more than just overwhelming emotions - he or she may also face the challenge of handling a loved one is outstanding debts.

Estate Planning

29 Mar 2017 - If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you will need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary.

Estate Planning Basics

19 Jul 2016 - Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why - With few exceptions, everyone has an estate, even the young child with a bank account in his name that his grandparents set up, or the coming-of-age girl who received a gold necklace for her 16th birthday.

Estate Planning Essential Documents

30 Aug 2016 - According to the American Bar Association, more than half of Americans pass away without a will or an estate plan. If you consider the age when a person should be giving serious thought to these things, 62% of Americans aged 45-54, and an even higher percentage of women that age have not drafted wills. Here is a brief overview of the types of documents that are essential to any estate plan, and the reasons why.

Everyone Needs an Estate Plan

24 May 2018 -

Approximately 55 percent of American adults do not have a will or other estate plan in place and, believe it or not, you have an estate.

Everyone Should Have an Estate Plan

11 Aug 2017 - No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone.

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