Amy Neifeld Shkedy

May 02, 2022 | The Legal Intelligencer

In addition to taking care of one's financial matters after death, it may be just as important to make sure that a plan is in place for the management of one's finances during life if one becomes unable to do so.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

6 minute read

February 28, 2022 | The Legal Intelligencer

For many reasons, parents may not always want to completely part with gifts of funds to their children until their deaths, and may decide that making a loan would be more consistent with their overall objectives.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

7 minute read

December 20, 2021 | The Legal Intelligencer

Although I Love You Wills make sense in certain situations, a part of our job as estate planners is to ensure that our clients understand the consequences of these types of outright plans.

By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen

8 minute read

October 27, 2021 | The Legal Intelligencer

Again, we face significant uncertainty for 2022 as there are many proposals on tax increases, but, it's by no means clear that Congress will actually be able to legislate on this front despite the technical majorities that exist favoring the Democratic Party agenda. In this article we will discuss what is slated to be the scenario if the status quo continues, as well as touch on the potential changes if somehow tax legislation actually happens this year.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

9 minute read

September 02, 2021 | The Legal Intelligencer

Dealing with the aftermath of the death of a loved one can be overwhelming, to say the least. Not only do we have to mentally process the loss of someone close to us, but many times while we are still mourning, we need to figure out how to take over the management of their financial affairs.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

9 minute read

June 28, 2021 | The Legal Intelligencer

One of the most important decisions clients must make as part of their estate planning is who will act for them when they can no longer act for themselves. The inability to act most often occurs because of death, but, it can also, of course, occur because of an incapacity.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

5 minute read

May 03, 2021 | The Legal Intelligencer

After the documents are executed (and in some cases, before), it can be advisable to discuss the estate plan, in some fashion, with family members or other intended beneficiaries and with those who will play key roles in the plan.

By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen

6 minute read

March 01, 2021 | The Legal Intelligencer

We find that, for most people, the basic estate planning process can be fairly straightforward and somewhat painless. The anticipation of it seems to be much worse than the reality and it is something clients are relieved to check off their lists once they get it addressed.

By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy

6 minute read

December 21, 2020 | The Legal Intelligencer

As pets have come into so many more households and have become part of so many families, it is possible that these pets will outlive their family members. Consideration should be given as to who will care for one's pets if that happens.

By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen

6 minute read

October 29, 2020 | The Legal Intelligencer

It's that time of year again—pumpkins, hayrides and year-end tax planning. With the upcoming election, which, depending on the results, brings the possibility of a reduction in the federal estate and gift tax exemption, we are anticipating a particularly busy year-end.

By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen

8 minute read