Ruling from the Grave

I just read a recent Wall Street Journal article titled, “Trying to Control Your Heir’s Behavior from the Grave Often Backfires.” It was a short read, but it raised a number of issues for me. Here are some of my thoughts: Powder keg of emotions I think the article misses a major point. Most of… Read More »

Holiday Gatherings Are a Great Time to Discuss Estate Plans

The Winter Holidays offer great opportunities to get loved ones together for laughter, fellowship and conversation. These family gatherings might give you the best opportunity to have a conversation with everyone in one spot, about your estate plan. With relatives often living in different cities or states, it can be difficult to get everyone under… Read More »

Deaths of Bourdain, Spade Offer Cautionary Tales

When fashion designer Kate Spade and chef/author/storyteller Anthony Bourdain each committed suicide in early June, they left behind grieving family and fans from around the world. They also left behind complicated estates. Both Spade and Bourdain were separated from their spouses, and at least in Bourdain’s case it was a permanent separation, according to a… Read More »

Partridge Family Star Disinherits Daughter

Pop music icon and ’70s television star David Cassidy passed away in November of organ failure at the age of 67. In his will , the late Partridge Family star left $150,000 in assets to his son, Beau, and his music memorabilia was left to his three half siblings, according to The Blast. What’s shocking… Read More »

Do Trustees Have a Duty to Decant?

The irrevocable trust is a powerful protection tool. If written properly by an experienced estate planning attorney, it can secure your wealth and property for intended loved ones for generations to come. But you can’t anticipate everything – including whether an heir will divorce and possibly expose a large portion of trust assets to an… Read More »

Estate Plans Aren’t Just About Avoiding Probate

Avoiding probate, reducing taxes, providing for heirs, and protecting a family business. These are the more popular reasons that most clients share when they start talking about why they want to establish an estate plan. However, there are several other less-discussed reasons that might prompt you to establish an estate plan. Recently, WealthManagement.com published an… Read More »