After Lori’s first marriage ended in divorce, she told her three adult children that she would never remarry. That was until she met Chris. After dating him for five years, and realizing that they were meant to be, Chris proposed … [Read more...]
Print This PageThe Estate Planning of Prince, Harper Lee, and David Bowie
April 26, 2016 by
In 2016 so far, we have said farewell to some of the most legendary names in music, film, literature, and television, including Prince, Harper Lee, and David Bowie — all within the first four months of the year. While nothing can … [Read more...]
Print This PageI’m Not Dead Yet!
March 4, 2016 by
Q. When my Aunt Barbara died in 2002, my cousins had to rely on the legal system to help negotiate with their half-brother over her estate. To sell her personal possessions, the family had a large auction. They all … [Read more...]
Print This PageSpooky or Reassuring? Posthumous Messages from Loved Ones
October 27, 2015 by
Image from express.co.ukImagine you had a letter from someone who was likely to pass away – could you resist reading it? Morgan received a letter from her cancer-stricken brother-in-law, Jack, to be opened after his … [Read more...]
Print This PageGiving Money to Your Children (while you’re still alive)
October 6, 2015 by
Janet's granddaughter, Grace, recently got accepted to veterinary school. Janet is thrilled at this huge accomplishment, and would like to give Grace a gift of $40,000 ($10,000 a year), to help her pay for school, so she wouldn't … [Read more...]
Print This PageDon’t Attempt this on Your Own
October 2, 2015 by
Image from Scientific AmericanQ. My Aunt Linda is very stubborn. She has been divorced twice, has three kids, two step-children, and a grandchild on the way. She did her estate planning documents when she was married to her … [Read more...]
Print This PageCritter Corner: Is Estate Planning Needed for Cohabitating Couples?
October 2, 2015 by
Dear Commander Bun Bun,I live with my boyfriend, Rich, in a house we own together. For a number of reasons, we have decided not to get married, but will continue to cohabitate for the foreseeable future. Why would people in … [Read more...]
Print This Page“Life Reimagined”- Guidance for Retirement Planning
September 15, 2015 by
Are you at a point in your life where you’re asking, “What’s next?” You’ve finished one chapter and you have yet to write the next one, and this one involves an empty nest, no more commuting to the office, lots more time for … [Read more...]
Print This PageA Year Later: Robin Williams’ Family is Still at Odds
September 8, 2015 by
Robin Williams with his son, Zak, and his wife, Susan in 2012. Photo from New York TimesMany wealthy people die having done inadequate estate planning, or none at all. This was not the case with late comedian Robin Williams, … [Read more...]
Print This PagePlease Don’t Leave that to Me!
September 4, 2015 by
Source: dalje.comQ. My aunt Bettina (Betty) has over 6,000 Barbie dolls, worth more than $150,000, that she mentioned she may leave to me when she does her estate planning. Although they are valuable, I am secretly hoping she … [Read more...]
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