by Christine | Jul 2, 2012 | Estate Planning, Wills |
The dispute over Thomas Kinkade's multimillion-dollar estate has come down to two barely legible wills that leave his girlfriend his mansion and $10 million, and three burning questions: did he write them? Was he coerced? And, finally, as the letters...
by Christine | Jun 29, 2012 | Estate Law, Estate Planning, Heritage, Legacy |
Family stories are different—yet of utmost importance. The philosopher Abraham Maslow said, “The ultimate disease of our time is valuelessness.” Poll results show that boomers agree. But how do you pass on something so intangible as a value? Giving a gift is one...
by Christine | Jun 27, 2012 | Estate Planning, Inheritance |
While not always easy to think about, inheritances are a part of the financial pictures for many baby boomers. Handling an inheritance sometimes requires thought and a game plan, and it is a topic that can be too easily set aside to be dealt with in the future. An...
by Christine | Jun 25, 2012 | Estate Planning, Marriage, Postnuptial Agreement, Prenuptial Agreement |
“Prenuptial agreements are increasingly becoming an important part of estate planning.”…“So should the recently engaged rush to sign a prenuptial agreement? Not necessarily.”… [and then again]… “Even if you exchanged rings long ago, there's still time to set the...
by Christine | Jun 19, 2012 | Estate Planning, High-Net-Worth, Inheritors |
The heads of ultra-high-net-worth families often have different views of how money should be bequeathed than those who will inherit it, according to a recent study. For every planner considering the inheritance to leave and the arrangements to make, there is also a...
by Christine | Jun 18, 2012 | Estate Planning, Farms, Succession Planning |
Farmers and ranchers are typically strapped for cash so when one of them dies leaving an estate large enough to be exposed to the federal estate tax the family can expect to have to sell something to cover the tax. That does not have to be the case. The estate tax has...
