Q. My husband keeps procrastinating when it comes to wanting to do our estate planning. I brought up some things that could happen when someone dies without proper planning in place, but it hasn’t been enough to convince him. Can … [Read more...]
Print This PageAre Large Inheritances Damaging to the Next Generation? Some Celebrities Think So
April 4, 2023 by
Some high net worth individuals, including some celebrities, are increasingly worried about how much of their fortunes, if any, to give to their kids. A couple years ago, CNN host Anderson Cooper announced that his son, Wyatt, … [Read more...]
Print This PageMy Mom Had a Will, But It Was Useless
March 10, 2023 by
Q. I always had a good relationship with my mother. We would have lots of open conversations and talk about almost everything! If she ever got sick or traveled overseas, she would remind me that she had a will, and I of course … [Read more...]
Print This PageEstate Planning for Your Valuable Collections
February 28, 2023 by
Collections of memorabilia, no matter what they are, are often important to their owners and sometimes very valuable. Whether it is paintings, classic cars, antiques, coins, stamps, sports memorabilia, rugs, books, or rare … [Read more...]
Print This PageWhy Are So Many Young People Having Strokes?
August 30, 2022 by
Stroke prevention efforts are most often focused on older adults. That’s because 60% of strokes happen in adults 65 years and older, according to the Centers for Disease Control and Prevention. Many don’t realize that strokes are … [Read more...]
Print This PageIs a Family Caregiver Entitled to Compensation from an Estate for Their Caregiving Services?
August 5, 2022 by
Q. I am the trustee of my parents’ trust. They have now both passed away. My brother helped perform minimal long-distance caregiving for them over the last five years, and he spent about a year and a half toward the end as a … [Read more...]
Print This PageProblems with Beneficiary Designations Part 2
June 3, 2022 by
Q. Last week, you wrote about why inheritance sometimes goes unclaimed, and how it’s a lot less likely when you have a trust in place. I read something about the downsides of beneficiary designations naming individuals and how … [Read more...]
Print This PageProblems with Beneficiary Designations Part 1 – $100 Billion of Unclaimed Property!
May 27, 2022 by
Q. I read somewhere that there is over $100 billion of unclaimed property. How is this possible? How is it that so much property goes unclaimed? Is there a way that I can check to see if any of that belongs to me? And how can I … [Read more...]
Print This PageAre There Universal Rules for Trusts in U.S. States?
September 10, 2021 by
Q. Last week, in your article about Power of Attorney documents, you discussed the Uniform Power of Attorney Act, a law that was created to give universal rules for POAs across the states that have adopted it. Is there a similar … [Read more...]
Print This PageThis Harry Potter Publisher Blindsided His Family When He Left Them Nothing
August 17, 2021 by
Maurice Richard Robinson, Jr., died suddenly on June 5, 2021, while on a walk in Martha’s Vineyard. From 1975 until his recent death, Robinson was the chief executive officer of Scholastic Corporation, a publishing company founded … [Read more...]
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