Category Archives: Estate Planning

Picking Up Where Mom and Dad Leave Off

Forbes recently asked its readers whether they could pick up where their parents leave off. It’s an odd question, and one that a lot of children won’t have asked themselves yet. The point Forbes is making is that parents don’t … Continue reading

Posted in Baby Boomers, Caregivers, Elder Care, Estate Planning, Seniors | Leave a comment

Why You Should Keep Your Will Up to Date

Your life isn’t stagnant. Why should your will be? After all, a Last Will and Testament is really a reflection of the life you lead — the things you own, the people love you, and the place you call home. But … Continue reading

Posted in Estate Planning, Wills | Leave a comment

Estate Planning for the Modern Family

Families come in all shapes, forms, and sizes. As a matter of fact, non-traditional families now outnumber the “traditional” husband-wife-and-children household in America by a margin of about 2%, according to the U.S. Census Bureau’s 2010 report. #137086639 / gettyimages.com … Continue reading

Posted in Blended Families, Estate Planning, Unmarried Couples | 1 Comment

Estate Planning Nightmares To Avoid

When it comes to estate planning, there are some big mistakes that you should take pains to avoid. Problems can begin when parents and their offspring haven’t talked about the subject. And even when they do, they often don’t get … Continue reading

Posted in Asset Distribution, Beneficiary Designations, Estate Planning | Leave a comment

Williams Took Care Of His Kids

It seems nobody can resist reading the juicy details of the life and death of a beloved celebrity and I am no different. But some of the stories are simply salacious, while others are instructive. This one I found on … Continue reading

Posted in Activities, News, and Updates, Asset Distribution, Estate Planning, Inheritances, Trusts | Leave a comment

Estate Planning With A Second Family In Mind

More and more people are getting married a second time and find themselves with two families. Estate planning for one family is hard enough, but it can be quite complex if you have a second one to provide for. That’s … Continue reading

Posted in Blended Families, Estate Planning, Remarriage, Wills | Leave a comment

Get Your Estate Plan Right

A column I came across in the Wall Street Journal the other day got right to the point when it comes to estate planning. Start out by making a will. The column quotes a financial advisor from Illinois who says … Continue reading

Posted in Baby Boomers, Estate Planning, Special Needs Children, Trusts, Wills | Leave a comment

Actor Hoffman Made Mistakes With His Will

I came across an interesting article recently about the actor Phillip Seymour Hoffman and how he made numerous mistakes in his estate planning that are going to impact his partner and kids. I thought his story could serve as a … Continue reading

Posted in Estate Planning, Estate Taxes, Inheritances, Trusts, Wills | Leave a comment

Lessons In Estate Planning From Casey Kasem

If you have spent time online or watching the news recently, you have probably heard about Casey Kasem’s disturbing final weeks. The legendary host of American Top 40 and longtime voice of Shaggy from Scooby Doo passed away last weekend … Continue reading

Posted in Activities, News, and Updates, Advance Directives, Estate Planning | Leave a comment

Estate Planning Is No Game, Especially When You Own A Professional Sports Team

While virtually everyone can benefit from having an estate plan of his or her own, proper planning is particularly important for people of means—for example, owners of professional sports teams. Let’s take a look at what happened following the death … Continue reading

Posted in Activities, News, and Updates, Estate Planning, Estate Taxes | Leave a comment