What are the Big Tax Penalties to Avoid in Retirement?
April 21, 2021
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Protecting a nest egg is tough enough. Don’t make the situation far worse.
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Despite Pandemic, Many Still Don’t Have an Estate Plan
November 9, 2020
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The Covid-19 has produced a rise in estate planning…but not a large enough one. Most Americans still do not have a last will and testament.
Estate Planning Actions to Consider before 2020 Ends
November 2, 2020
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If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
How Can I Combat the Social Isolation of Coronavirus?
August 14, 2020
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A recent scientific report elevates social isolation and loneliness to the level of health problems, associating them with a significantly increased risk for early death from all causes. Of course, social isolation and loneliness can become more common with age. The arrival of the novel coronavirus will almost certainly make the problem worse.
Baseball Champion Sues Daughter-In-Law, denies having Dementia
July 31, 2020
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Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.
Picasso’s Sole Heir Continues to Sell Artwork
July 22, 2020
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When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not only a huge artistic oeuvre of 50,000 works, but enough family drama to cover several generations.
Pet Trusts – Don’t Neglect a Plan for Your Pet During the Pandemic
July 7, 2020
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Eighty-five million families in the United States own at least one pet. That’s 68% of the population. How many of those owners have a plan for what would happen to their pet, if they themselves met with a crisis, had a lengthy hospitalization, or died?
Should I Have an Advance Directive in the Pandemic?
June 29, 2020
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If you get COVID-19 and struggle to breathe, would you want to be put on a ventilator? Whatever your answer, ask yourself another question: Who would make your wishes clear, if you couldn’t speak for yourself?
Can Kobe Bryant’s Widow Amend a Trust?
June 25, 2020
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Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe’s trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
Estate Planning Options to Consider in Uncertain Times
June 5, 2020
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External events that cause reflection are good reminders to update estate planning documents.
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