As noted by a contributor to a recent national piece on estate administration, the planning inclination for many individuals and couples is dulled by narrowly focused objectives regarding their kids. More specifically, that means this, as posed in the form of a rhetorical query: If my children all get along and I’m simply leaving everything …
Estate plan musing: how to begin thinking about things Read More »
Forbes writer Nancy Anderson has inside knowledge when she relates the tale of a financial planner who failed for years to note — and amend — a key estate planning recommendation she had once made but long since forgotten about. Because the advice she rendered was to herself. When she was younger and newly divorced, …
Why periodically revisiting your estate plan is essential Read More »
Having children forces difficult conversations. When you have children, it’s hard to think about some of those long talks you’ll have over the years: about dating, bad news and life choices. But you also know that it’s important to sit down and be open about your beliefs because the alternative is even worse. Guardianship is …
If you read the above headline to today’s blog before diving into the body of this post, you’re likely ready now to immediately confront a bunch of “well, maybe, but maybe not” language. So, we won’t disappoint you. Whether or not you should purchase so-called LTC coverage for your senior years, well … it depends. …
Will a long-term-care insurance policy make sense for you? Read More »
Things have gone from steadily bad to persistently worse in the realm of interaction between principal players in estate matters surrounding exalted pop music legend Prince. The so-called Purple One died unexpectedly last year in April. Since then, his multi-million-dollar estate of varied realty holdings, vast musical creations, artwork, investments and other assets has been …
Heirs of musical icon Prince want estate administrator removed now Read More »
In many ways, trusts are among the most valuable of all tools in the realm of estate planning and administration. As noted in one recent Forbes article spotlighting the great utility of trusts, such vehicles “are extremely flexible and can cover a wide range of goals and needs.” Here is a recommendation regarding trusts that …
The impressive utility and broad-based reach of a trust Read More »
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