Beneficiary Designations: Life Ins., 401K, IRAs. Client Questions & Answers Key steps: 1st meeting: design estate plan Drafts of Trusts, etc., sent by email or mail followed by a telephonic conference 24 hours later to discuss changes, if any. 2nd meeting: sign will, trusts, review beneficiary designations; trust funding instruction, sign residence deed. 3rd...
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If you want to assure yourself of the earliest possible phone call or office appointment, which can take several days in our busy office, use either the side buttons on the left.
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Steven J. Feldman, Esq. Our practice is predominantly probate, trust and estate planning so we can focus our efforts on serving your needs. While there are many attorneys to choose from, we feel confident that when a consumer retains us we work are to earn a good recommendation. All of our are are attorneys...
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When to use and when not to use a document service This forms service is recommended for simple, straight-forward cases. They are not recommend for complex business or estate planning where undue influence, incapacity, taxes, conflicts of interest, or “high dollar value” may be involved. I have used the living trust amendments recently and...
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On-line Bankruptcy, Tax, Probate and Trust Advice billed at $125/ hr. Exchanged documents by file, email or fax and have a lawyer with 36 years tax and business law experience read them.
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The IRS announced that it is putting a rush on processing Tax Liens on homes where the owner needs to refinance the mortgage or the sale the home due to the recent economic climate here in the U.S. In order to aid short sales or loan modifications, taxpayers or the lenders may request that...
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Steven J. Feldman is a state bar certified specialist in Wills, Trust and Probate with over 35 years experience in tax, bankruptcy and real estate.
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