November 2017

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 […]

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,

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.

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

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