by Christine | Feb 1, 2016 | Estate Planning |
Whether you are a media mogul or a hardworking family with a single bank account, making time to ensure that your estate planning is done is important to protecting your family. The only way to make sure that your wishes are carried out after your death is to have the...
by Christine | Jan 31, 2016 | Estate Planning |
Financial planners are often asked about basic estate planning documents, and they understand how important these documents are for you and your heirs. Financial planners who help families build and manage assets are often asked what documents are needed in an estate...
by Christine | Jan 30, 2016 | Estate Planning, Tax Planning |
You might have the best of intentions, but a poorly structured estate plan could end up requiring your heirs to use much of their inheritance to pay taxes on that very same inheritance. Even the most successful families create disasters for their heirs. Unless you are...
by Christine | Jan 29, 2016 | Estate Planning, Will Contest |
A probate court case is still pending, but a lawsuit brought by three sisters against a fourth has been voluntarily withdrawn. It is more likely a strategic move than an indication of any rapprochement. This dispute between sisters for the assets of Ralph Phillips, a...
by Christine | Jan 28, 2016 | Divorce, Estate Planning |
You might not expect a lead singer who dies from an overdose of drugs and alcohol to leave behind a neat and tidy estate. We won't know until the dust clears on this $2 million plus battle. In the sad tradition of too many performers, Scott Weiland was only 48...
by Christine | Jan 27, 2016 | Estate Planning, Guardianships |
We tend to think of estate planning as something for older people, but estate planning includes planning for children and guardianship issues. When couples have children out of wedlock, planning becomes even more important for their child's well-being. An...
by Christine | Jan 26, 2016 | Advanced Health Care Directive, Estate Planning |
There are many legal and medical aspects involved when a family member becomes or is starting to become incapacitated. Planning and communicating are perhaps the best way to prepare. Even though the holiday season has passed, there are still ample reasons to get the...
by Christine | Jan 25, 2016 | Estate Planning |
We plan everything that we enjoy: vacations, holiday gift lists and parties. But planning for our senior years, which usually begins with retirement and ends at death, is something most people loathe to do. Planning for this stage of life can make the good parts more...
by Christine | Jan 25, 2016 | Estate Planning |
You may not need a complete overhaul, but the arrival of a new member of the family should prompt a review to ensure that all of your children are protected. Few things in life are more joyous than the arrival of another new baby in the family. Among the necessary...
by Christine | Jan 20, 2016 | Estate Planning, Inheritance |
Fairness in estate planning is not always the same as making sure that everyone gets the same amount of dessert. Would you tell a hard-working kid that their lazy sibling gets more? If you are preparing an estate plan and want to make sure that every one of your...
