Estate Planning

Philip Seymour Hoffman’s Will: 3 Critical Mistakes

Posted on: August 26th, 2014
Oscar-winning actor Philip Seymour Hoffman died from a drug overdose in February 2014. Sadly, he left behind three young children - and a fortune estimated to be worth $35 million....

Who Needs an Estate Plan?

Posted on: August 19th, 2014
If you're reading this, you need an estate plan. Why? The short answer is 'Everyone, age 18 and older needs an estate plan.' It doesn't matter if you are old or young, if you have built up considerable wealth or if you are just entering adulthood --you need a written plan to keep you in control and to protect yourself and those you love....

What if Treating Your Children Fairly Means Unequal Inheritances?

Posted on: August 12th, 2014
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what's right by your children may not mean equal or the same inheritances....

Estate Planning After Divorce

Posted on: August 5th, 2014
One area that is often overlooked in the divorce process is the need to update estate planning. Most people would agree that their ex-spouse is the last person they want to inherit their assets when they die--or to have that person make life and death decisions for them. But that is exactly what can happen - and often does - when these documents are not updated....

The Value of Having a “Plan” in Estate Planning

Posted on: July 29th, 2014
All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction....

Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children

Posted on: July 22nd, 2014
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult - are often disinherited....
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