Menu
» probate
Another Reason to Avoid Probate
November 25th, 2015
Judges are supposed to be impartial and not allow any personal issues to get in the way with the fair administration of justice. One probate judge in Maine illustrates that is not always what actually happens. York County Probate Judge Robert M.A. Na…
Read More
Read More
Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Power of Attorney, Probate, Succession, Weblogs, Will
Share
One More Scary Halloween Story!
November 13th, 2015
A Halloween riddle for you: What's scarier than ghosts and goblins to Americans 50 and older? Answer: Their finances. That's the upshot of the latest Country Financial Security Index, and two other surveys I've seen lately back it up.…
Read More
Read More
Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
What Do The Uber-Wealthy Do with Their Money?
November 12th, 2015
Art makes up 2.5 percent of the biggest estates and just 0.6 percent of those who had between $10 million and $20 million. A Picasso fetched more than $95 million in 2006. The superrich are different from the very, very rich. For one thing, they own…
Read More
Read More
Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Power of Attorney, Trust Funding, Weblogs, Will
Avoid These Common Estate Planning Mistakes
November 10th, 2015
The most common estate planning mistake may surprise you. "The mistake actually isn't part of the will and trust," said Dan Prebish, head of life services events at Wells Fargo Advisors, based in St. Louis. "It actually has to do…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Power of Attorney, Probate, Succession, Trust Funding, Weblogs, Will
Irrevocable Trusts May be the Answer to Tough Estate Planning Issues
November 5th, 2015
The death of a loved one can create a lot of financial complexity. For families that have set up irrevocable trusts to facilitate the transfer of assets from one generation to another, the tax implications can be even more complicated. However, there…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Charitable Giving Puts Public Library Back on the Map
November 4th, 2015
The Stanley and Elaine Ball Charitable Foundation granted the Taneyhills Library $350,000 to renovate the children's area and to create a technology conference room. Taneyhills Library Board Chairman Kenton Olson said the children's library…
Read More
Read More
California Court Upholds Trust that Gives Millions to Lady's Gardener
November 3rd, 2015
A Sonoma County bank overseeing the trust of a wealthy Kentfield divorcee who left a large chunk of her $8.5 million estate to her gardener and other non-family members will be allowed to dip into the fund to defend challenges from the woman's d…
Read More
Read More
Don't Let a Perfect Storm Ruin Your Plans for the Family Farm
October 29th, 2015
In February of 1959, rock and roll musicians Buddy Holly, Ritchie Valens and J.P. "The Big Bopper" Richardson were killed when a plane Holly chartered at the last minute crashed near Clear Lake, Iowa. The event later became known as "t…
Read More
Read More
Categories: Current Affairs, Estate Planning, Family Business, Power of Attorney, Probate, Small Business, Succession, Taxes, Trust Funding, Weblogs, Will
Want to Spare Your Kids From a Family Fortune?
October 13th, 2015
From shirtsleeves to shirtsleeves in three generations, goes the early 20th-century American proverb. Then there's the 19th-century British version: Clogs to clogs in three generations. And from Italy, date uncertain: From the stable to the star…
Read More
Read More
Estate Planning for Your Works of Art
October 12th, 2015
Art investors are nearly always advised not to invest in art at all, but to collect it. Buy what you like, the conventional wisdom goes, not what you expect to increase in value. But collectors still must contemplate financial matters, especially rel…
Read More
Read More
Services
Submit to Schedule an Estate Planning Consultation
