Creating an estate plan for clients who are in non-traditional relationships or are part of a blended family can be very tricky. Why is Estate Planning for Non-Traditional Couples So Tricky? Let’s assume a hypothetical fact situation where you have a women (Jane) with $4M in assets. She is a widow and has 2 children. […]
I am happy to announce that we have completed our fourth video on Wills, Trusts & Estates. In this clip, Kevin A. Pollock, Esq., LLM, the head of the estate planning and estate tax department, is being interviewed by Pierson W. Backes, Esq., regarding whether you should put all of your assets into a trust. Part […]
According to multiple news sources, when the creative director and fashion designer Karl Lagerfeld died on February 19, 2019, he left his famous cat, Choupette, a significant amount of money in trust. Pet trusts are now quite common, and specifically authorized by statute in most jurisdictions. Many people consider pets as a part of the family, and want them […]
When deciding whether or not to do a Will package or a Revocable Trust package, many of my Boca Raton, Florida clients will ask why choose one over the other. Among the many benefits that a Revocable Trust has over a Will is the ability to minimize or even avoid probate. This leads to the obvious question of: Why […]
I am happy to announce that we have finally finished creating a series of short videos regarding the estate planning and estate administration process. Here is our third video in which Kevin A. Pollock, Esq., LLM is being interviewed by Pierson W. Backes, Esq., the head of our estate litigation department, regarding the things a […]
New Jersey may be getting a lot tax friendlier for small business owners. I hesitate to even write this blog post, as I generally prefer to wait until legislation is actually passed before I write on a topic (mainly because it is a waste of everyone’s time to read about something that may never come […]
We are Pleased to announce Elizabeth C. Ketterson, Esq. has been named Partner to our firm and Director of the estate administration department. & Our firm name has changed from: Law Office of Kevin A. Pollock LLC to: The Pollock Firm LLC
As part of the estate planning process, we frequently need to analyze how much a person is likely to have upon death. As part of an overall wealth analysis, this invariably leads to questions such as: How much are you earning now? When are you expecting to retire? How much should you gift to your […]
I am happy to announce that we have finally finished creating a series of short videos regarding the estate planning and estate administration process. Here is our second video in which Elizabeth Ketterson, Esq., the Director of our estate administration department, is being interviewed by Kevin A. Pollock, Esq., LL.M. regarding the first things a […]