News & Articles

Estate Planning and Cohabitation

More and more young Americans are choosing not to get officially married, but living together as unmarried couples. This trend creates special needs in estate planning for these couples.   While most Americans who live with a significant other a… Read More
Read More

Different Types of Trusts

While all trusts share some similarities, there are many different types of trusts that you can use as part of your estate plan. For that reason, it is helpful to know what some of your alternatives are if you are considering getting a trust. Trusts… Read More
Read More

Passing Down a Private Foundation

Many wealthy people create private foundations as a way to continue using their wealth to support causes they believe in after they pass away. It is an extremely important part of many estate plans. However, for private foundations to work after the… Read More
Read More

Mr. Cub's Will Contested

Legendary baseball player Ernie Banks, known to fans as "Mr. Cub," passed away recently. Now it appears that there are two disputes involving his passing, including a will contest. Before passing away, Ernie Banks suffered a protracted illn… Read More
Read More

Planning Lessons from the World of Sports

Several family run sports teams have failed over the years and the families have been forced to sell the teams. Some of the reasons for the failures can be enlightening for other family owned businesses if they wish to survive after the founder passe… Read More
Read More

Estate Planning for Widows

    Anytime someone loses a spouse, it is important that the surviving spouse's estate plan be revisited. As it  turns out, widows often need something different than widowers.   Studies suggest that single women are mor… Read More
Read More

Attorney Sued for Defrauding Estate

  When someone passes away in an accident, an attorney is often retained by the estate to press claims against those who might be responsible for the accident. If the attorney is not trustworthy or the executor of the estate is not properly watc… Read More
Read More
Categories: Uncategorized

Inheritance Stolen after Social Media Posts Made About It

   While many people prefer to keep their financial affairs private, there are others who have no problem letting the entire world know about them. One young man in Philadelphia is learning the hard way that it is not a good idea to let the… Read More
Read More

Tom Brady Versus the Gift Tax

It seems like famous athletes are winning something all time. These men and women are often already extremely wealthy, yet they often win prizes for their achievements beyond their salaries. Rest assured there are tax consequences for them.   Di… Read More
Read More

Fight over Robin Williams' Estate

In the immediate aftermath of Robin Williams' death it appeared that his estate had been well-planned and no arguments over it were expected. However, it now seems that a battle is brewing in court.   After the suicide of Robin Williams, th… Read More
Read More