by Christine | Jul 24, 2014 | Estate Planning, Trusts |
Who knew a “Walk on the Wild Side” could pay off so handsomely? Late rock legend Lou Reed left behind a $30 million fortune, The Post has learned. $20 million-plus in “money and other property” doesn’t include the approximately $10 million in gifts Reed left to...
by Christine | Jul 23, 2014 | Autism, Caregivers & Caregiving, Long Term Care, Special Needs, Special Needs Children, Special Needs Planning, Special Needs Trusts |
New studies are providing more current cost estimates. “What we found was shocking,” Mandell said. “This is a huge hit on families.” The costs to care for a child with special needs is on the rise, as reported in a new study in the medical journal JAMA Pediatric. The...
by Christine | Jul 21, 2014 | Estate Planning, Estate Tax, LIfe Insurance |
“While there are a number of ways to address estate tax liabilities and retirement savings distinctly, developments in the life insurance arena are providing new and potentially better options. These strategies are highly versatile to meet the evolving needs of the...
by Christine | Jul 18, 2014 | Business Succession Planning, Estate Planning, Small Business |
Succession planning where company ownership is concerned can be fairly complicated, but at a simple level every plan is based on two basic issues. You’ve probably thought a lot about who will take over for you; that’s one. But, just as importantly, how can you make...
by Christine | Jul 17, 2014 | Charitable Giving, Wills |
Carl J Drake spent his life studying bugs, everything from aphids to water striders. When he died in 1965, the entomologist left his life savings and his vast insect collection to the Smithsonian. But now Drake's will has become something of a pest. The case of...
