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Category : Blog

Celebrity Estate Planning goes awry Pt. 4

February 20, 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. Sonny Bono A former musician, TV show host, and politician, Sonny Bono was a busy man—apparently too busy to write a will before his untimely death in a skiing ...Read More

Celebrity Estate Planning goes awry Pt. 5

February 13, 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. Warren Burger You’d think the former Chief Justice of the highest court in the land -- the US Supreme Court -- would get this right. But he opted to write is own will.  ...Read More

Where did they all go?

February 6, 2013
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That may be how you feel when you are the surviving member of your family, and there is no family members to inherit your estate.   I found the below article to be a short, but helpful guide for those with no heirs 5 Estate Planning Moves For Those Without Heirs By David Sterman The whole ...Read More

Celebrity Estate Planning goes awry Pt. 1

January 29, 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. Stieg Larsson This Swedish writer of The Girl With the Dragon Tattoo novel trilogy may have written gripping stories about women as victims, but unfortunately in his non-fictional world he left his ...Read More

Celebrity Estate Planning goes awry Pt. 3

January 22, 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. Doris Duke The tobacco heiress died with a fortune estimated to be worth $1.3 billion and thus making her the "world's richest woman" of the time.  Her will included ...Read More

Celebrity Estate Planning goes awry Pt. 2

January 12, 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. Jimi Hendrix The guitar legend passed away at age 27 without a will. Although he was very close to his brother, state law awarded everything to his father, ...Read More

Good Preparations create a Graceful Exit

October 27, 2012
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The wealth of many boomers is tied up in businesses they own. And that can be a problem when it comes time to retire. The Wall Street Journal published a very good article on this topic, and my WealthCounsel colleague, Lizette Sundvick, added the below commentary. If you’re a small business owner, then you probably ...Read More

The Dilemma of Disinheritance

October 27, 2012
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The motives for cutting a relative out of an estate range from the most primal — hate, abandonment, regret — to the most rational. Planning what to leave behind to loved ones can be a difficult matter since, even with taxes out of the picture, it means explaining your choices and your hopes. On the ...Read More

Contemplating your own mortality or incapacitation

October 27, 2012
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Contemplating your own mortality or incapacitation, as estate planning requires you to do, is off-putting under the best of circumstances. And estate planning is often put off to avoid the reality that life is not endless.  This is compounded by the seemingly constant flux of the tax code which allows the “avoiders” to put estate ...Read More