Posted on: September 27, 2023
Estate planning is critical to securing your financial legacy and ensuring that your wishes are honored after your passing. However, a rigid or overly detailed estate plan can lead to unintended consequences. A case in point is the ongoing saga of the Barnes Foundation, as highlighted in a recent Forbes article. In this blog post, […]
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Posted on: September 24, 2023
In my decades of experience as an estate planning attorney, I've seen firsthand the emotional and financial turmoil that families go through when a loved one passes away without a proper estate plan. Dividing assets becomes not just a legal endeavor but an emotional battleground. This is why I cannot stress enough the importance of […]
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Posted on: September 20, 2023
Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth.
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Posted on: September 13, 2023
As the surviving spouse, you'll need to consider housing options, like whether to sell or keep the home, or downsize.
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Posted on: September 4, 2023
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members.
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Posted on: August 30, 2023
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
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Posted on: July 20, 2023
An individual’s belongings—jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While a book lover could gift certain books to a beneficiary in a will, they may leave behind other books that the family must decide what to do with. The family’s first inclination when encountering piles of old books might […]
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Posted on: June 19, 2023
If you’re part of the baby boomer generation, you may be in the process of making plans to pass on any assets you have to your children and other beneficiaries.
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Posted on: June 13, 2023
Broaching the subject of estate planning can be difficult, as emotions often run high while discussing end-of-life care and other similar topics. However, having a plan in place can streamline the estate transfer process upon the passing of your loved ones, bringing peace of mind to the whole family.
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