News & Articles

Many wealthy people worry about the potentially corrosive effect of making their children superrich. Not Larry Ellison. The Oracle founder and CEO, the third richest man in the United States — worth $43 billion, according to FORBES’ latest estima… Read More

Much has been written about how family members struggle to get access to the e-mail and social network accounts of loved ones who have died. They have sentimental value much the way photo albums and personal letters do. But far less attention has bee… Read More

When you make a charitable contribution of anything other than money or marketable securities, there will always be a valuation issue. At least, it will usually be clear what it is that you are giving away.  A conservation easement is different.… Read More

Admitted in 1991, Mrs. Clark ended up staying until her death, giving the hospital at least $4 million in donations, not counting millions more she paid just to live there and a $1 million bequest in her final, contested will, according to court pape… Read More

Dawn Huston, 31, started working at Dansko 11 years ago, sorting shoes for delivery. Now a warehouse processor, she said the idea of owning a piece of the company made her nervous at first—though she wasn’t worried about her retirement savings, s… Read More

Barbara Adams, 70, keeps getting one of those annoying robocalls that she just knows has to be a scam. The voice implies that somebody, her doctor or maybe her children, signed her up for a medical alert system. It's all free, the recording impl… Read More

Unfortunately, estate planning can cause family feuds over inheritance, often leading to litigation that can become lengthy and costly with no clear winner. From our experience, family litigation occurs not from a lack of trying to solve the issue, b… Read More

If you haven’t had a conversation with your parents about handling their financial affairs after they die, Krysten Crawford’s tale may spring you into action. Certain “talks” or conversations are imperative, although some of those discussions… Read More