Michael J. Greenberg, Esq. @MJGestateplan
Estate Planning and Elder Law Attorney. Helping Families Protect and Pass On Legacies. Chair of Legal Committee of @ALZNYCC1. Admitted in NY, NJ, CT & FL mjglawyers.com New York, NY Joined July 2013-
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The wealthy families who don't prepare their heirs businessinsider.com/wealthy-family… via @BusinessInsider
A Peek Inside the Brains of ‘Super-Agers’ dnyuz.com/2024/04/29/a-p…
Britney Spears settles conservatorship case with estranged dad Jamie: 'Her wish for freedom is now truly complete' pagesix.com/2024/04/26/ent… via @PageSix
Essential Steps for Securing Your Legacy techbullion.com/estate-plannin…
A 110-Year-Old Man Shared His Longevity Tips: Milk, Relationships businessinsider.com/110-year-old-m…
"My family will inherit $6 million in property — how do we avoid capital gains?" marketwatch.com/story/im-going…
The generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a sizable estate without losing a large portion to federal estate taxes. investmentnews.com/guides/generat…
How Estate Planning Can Thwart the ‘Third-Generation Curse’ kiplinger.com/retirement/est…
Only 26% of Americans Have an Estate Plan thinkadvisor.com/2024/04/23/onl…
110-year-old NJ man who lives on his own and drives daily offers tips on longevity nypost.com/2024/04/25/us-… via @nypmetro
Fair vs. Equal: Be Ultra-Careful with Unequal Inheritances theblumfirm.com/2024/04/23/fai…
Anne Heche’s Son Homer Claims Estate Cannot Pay Its Debts: New Docs people.com/anne-heche-son… via @people
Three Ways to Give to Your Kids Tax-Free While You’re Still Alive kiplinger.com/retirement/way…
How (and why) to have the inheritance talk with family sooner than later theweek.com/personal-finan…
Nine Lessons to Be Learned From the Hilton Family Trust Contest kiplinger.com/retirement/hil…
Recently did a @LegalTeaPodcast episode on Warren’s first wife, Susan: podcasts.apple.com/us/podcast/leg… I briefly talked about Warren’s estate plan in it — and this article answers one of my questions (what will happen to the Berkshire Hathaway stock)!
Recently did a @LegalTeaPodcast episode on Warren’s first wife, Susan: podcasts.apple.com/us/podcast/leg… I briefly talked about Warren’s estate plan in it — and this article answers one of my questions (what will happen to the Berkshire Hathaway stock)!
‘We’ve had our ups and downs’: My late in-laws left their estate to me, my husband and our son. Do we need to hire an attorney? finance.yahoo.com/news/ve-had-up…
Warren Buffett Reveals The Instructions In His Will To Invest 90% Of Wife's Inheritance — 'My Widow Will Not Be An Expert On Stocks' benzinga.com/personal-finan…
What Is a NING Trust? x.com/smartasset via @smartasset"
‘Aging in Place, or Stuck in Place?’ Homeownership is not the boon that it once was. The traditional notion that a house with a paid-off mortgage can serve as an A.T.M. to help fund retirement living is shifting, by @paula_span nytimes.com/2024/04/20/hea… via @nytimes #aging
Douglas A. Boneparth @dougboneparth
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182 Followers 979 Following 📝 at the https://t.co/8fvlDSA7GR 🧮 Financial planner for families with kids https://t.co/upgGx8frQ5 🤝 partner with financial planners https://t.co/h4pvN9PbsEBeneficiary designations are not the answer to everything! Beneficiary designations are often encouraged by financial advisors, in particular, as a way to avoid probate. A different perspective to consider (from an estate attorney): What happens when someone puts beneficiaries…
The biggest threats to good writing (or any writing) are good weather and the internet.
My only quibble w/ this is that everyone has an estate plan whether they realize it or not. Only 26% of Americans have *proactively* created an estate plan
Only 26% of Americans Have an Estate Plan thinkadvisor.com/2024/04/23/onl…
I’m featured on MarketWatch’s podcast, “On Watch,” talking about my advice column, The Moneyist. Thanks, @jowens510 marketwatch.com/podcasts/on-wa…
So sad. Wonder what type of planning (if any) she had in place to help transition her family.
Anne Heche’s Son Homer Claims Estate Cannot Pay Its Debts: New Docs people.com/anne-heche-son… via @people
What do Elder Law Attorneys do? One of the major things is helping clients and families navigate the Medicaid process to help pay for long-term care. Received an approval today for a client who has an application that dates back to 2020. It was brutal, but we did it! 🥳
The more you know ⤵️ If you have a Trust, make sure it is appropriately funded! How assets are owned and how beneficiaries are designated can make or break an estate plan.
500+ new followers from a viral post about inheritances. Well…first, hi! 👋 I’m Jenny, an estate & elder law attorney in Indiana. More about me professionally: - I own @INEstateLaw with my husband - I have a podcast, @LegalTeaPodcast - I own @IndyFiduciary
@jennyrozelle So many stories We have seen so many people truly SHOCKED at how money changes family dynamics I can not count the number of times someone has said to us "I can not believe <insert family member name> would do that"
@Lawrence_Sprung I’ve heard that like a 1000 times too! When people start reliving a story about “listen to what my Uncle did to my Mom” I’m like, “can we not?!?!” 😂
Getting an inheritance changes people. Ask any estate attorney because boy, we have stories! Lots of 'em.
Recently did a @LegalTeaPodcast episode on Warren’s first wife, Susan: podcasts.apple.com/us/podcast/leg… I briefly talked about Warren’s estate plan in it — and this article answers one of my questions (what will happen to the Berkshire Hathaway stock)!
Warren Buffett Reveals The Instructions In His Will To Invest 90% Of Wife's Inheritance — 'My Widow Will Not Be An Expert On Stocks' benzinga.com/personal-finan…
‘Aging in Place, or Stuck in Place?’ Homeownership is not the boon that it once was. The traditional notion that a house with a paid-off mortgage can serve as an A.T.M. to help fund retirement living is shifting, by @paula_span nytimes.com/2024/04/20/hea… via @nytimes #aging
Finally, @wealthactually on video. "Directed Trusts" with Chris Holtby youtu.be/6YyqlULg1GA?si… via @YouTube
And we now have a copy of OJ Simpson’s will. As expected, it is short (I guessed 3 pages and it ended up being 4 pages) and all assets pour into his trust. #ojsimpsonwill
OJ Simpson has died and the media is very interested in whether the $33.5 million (~ $110+ million w/interest) wrongful death Goldman/Brown judgment will be paid. The media is getting a lot wrong in this discussion. I am a wills/trusts/asset protection expert. A thread.🧵 1/8