by Andrew Rosenberg | Aug 16, 2026 | Estate Planning, Trusts
Being named as a beneficiary can bring several emotions at once. You may feel grateful that someone included you in their plan. You may also be grieving the person whose death created the inheritance. Then, usually before long, the practical questions begin. When will... by Andrew Rosenberg | Apr 13, 2025 | Estate Planning, Trusts, Wills
Everyone’s talking about “The Great Wealth Transfer”—the estimated $84 trillion that’s expected to pass from baby boomers to their kids and grandkids over the next 20 years. Sounds amazing, right? Not so fast. Here’s the kicker: A huge chunk of that money is at... by Andrew Rosenberg | Nov 23, 2024 | Estate Planning, General, Trusts, Wills
Okay, I get it—talking about estate planning over turkey and pie isn’t exactly festive. But think about it: Thanksgiving is one of the few times when family members are gathered in one place, relaxed (hopefully), and feeling grateful. This creates the perfect... by Andrew Rosenberg | Sep 16, 2024 | Estate Planning, Firm News, General
In today’s families, stepchildren are a significant part of many households. Understanding their legal rights in estate planning is essential for ensuring assets are distributed as intended. Legal Status and Inheritance Rights Stepchildren don’t... by Andrew Rosenberg | Aug 11, 2024 | Estate Planning, Firm News, Trusts, Wills
Imagine sitting around the dining room table, surrounded by your family, and feeling a sense of pride knowing that the legacy you’ve built will benefit not just your children, but also your grandchildren. This is the power of effective multigenerational wealth...