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Asset Management › Documentation

Offit Kurman

Not Maintaining an Up-to-Date Inventory of Art and Collectibles for Estate Planning

Offit Kurman on

A well-organized inventory is essential for effectively managing and planning the distribution of collectibles, including art. Clients may struggle to track their assets without an inventory, making future distribution and...more

Lippes Mathias LLP

Three Essential Estate Planning Documents Everyone Needs

Lippes Mathias LLP on

A complete estate plan includes essential documents such as a Health Care Proxy, Living Will, Power of Attorney, and Last Will & Testament, which are vital in protecting your medical, legal, and financial decisions. These...more

Jaburg Wilk

Five Steps to Take Before Meeting With an Estate Planning Attorney

Jaburg Wilk on

Taking the step to schedule a meeting with an estate planning attorney can be difficult. Many people procrastinate taking this important first step which can create problems for loved ones who may be unexpectedly left behind....more

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