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Category : Blog

Learning from the mistakes of others

February 1, 2014
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In the arena of estate planning, there’s a lot to be learned from the mistakes of others. Tim Cestnick, author of several tax and personal finance books, offers some examples. 1. Don’t die intestate. Dying without a will is called dying intestate. When Jimi Hendrix died at age 27, he didn’t have a will. Despite ...Read More

Elder Abuse: How to stop it

February 1, 2014
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The following is an excerpt from a recent article in The Mercury by Kathy Martin regarding elder abuse. Our aging population is increasingly vulnerable to abuse, with financial exploitation having risen to the third most common form of elder abuse (following self-neglect and caregiver neglect). The message is that we need to step up and ...Read More

Six step checklist of your estate plan

February 1, 2014
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Steve Shaw an estate planning attorney practicing in South Carolina and Florida offers this Six-step checklist of your estate plan. 1. Define your goals 2. Gather and organize your data 3. Analyze your situation 4. Develop your strategies 5. Implement your plan Read the full article for details on each step. Shaw on the Law: ...Read More

Estate planning: it’s ok to be charitable

February 1, 2014
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Christopher W. Yugo, Times Business Columnist answers a frequent question in estate planning: Q: I intend to leave all of my money to two charities but I'm concerned that my children will object. I'm worried they will challenge the will. Is there anything I can do to make sure that my wishes are carried out? ...Read More

Plan a family meeting

February 1, 2014
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Estate planning is vital to ensuring your family is properly taken care of after your passing, but almost equally important is communicating that plan to your family in advance. The below commentary was written by Estate planning columnist Curtis Kaiser. Last year, I met with a prospective client whose wife had passed away a decade ...Read More

Who are the biggest estate planning procrastinators?

February 1, 2014
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One-in-five investors have yet to create an estate plan. Adrian Reyneri writes in her March 19th  article in Spectrum’s Millionaire Corner  who’s most likely to put off this important aspect of personal financial planning: Young investors Main Street investors Investors with little or no knowledge Women Do you fall into any of these estate plan ...Read More

Estate planning can be a jungle, and a guide can be invaluable.

May 23, 2013
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There comes a time for a business owner to plan transition of ownership.  Before selling or giving a business to family members, the owner must devote thought to the outcome that he or she wants to accomplish. Regardless of the intended family recipient(s), all parents have to ponder and answer the following questions to determine their exit objectives: How much ...Read More

Celebrity Estate Planning goes awry Pt. 6

April 3, 2013
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Whether famous or just regular folks, we are reminded by the following anecdote that a few extra steps in your estate planning will deliver on your intentions. Florence “FloJo” Griffith Joyner This Olympic sprinter wrote a will (which was a good estate planning act), but she never told anyone where it was.  The result left her husband was ...Read More