Michael Jackson’s Daughter Paris Continues Battle Over His Estate
The most recent of many legal skirmishes to come to the public’s attention involves Paris Jackson, Michael Jackson’s daughter.
Spring Cleaning Guide: Why Your Estate Plan Needs an Annual Polish
To keep your estate plans current, here’s what to review this spring regarding wills, trusts, beneficiaries, powers of attorney and funeral wishes.
The OTHER Talk: How to Discuss Estate Planning with Your Family
‘The Talk,’ in parenting circles, is generally defined as an uncomfortable conversation with your children about sex. However, there is another talk.
The “Second Marriage Tightrope”: Balancing Your Spouse & Your Children in Your Estate Plan
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Beyond the Will: Is a Living Trust the Secret to a Seamless Legacy?
I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?
How to Protect Against Financial Risks & Exploitation
The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
Are “Sweetheart Wills” the Most Loving Choice?
Planning, whether it’s related to creating a special day or evening for someone or their future, is one of the greatest expressions of a person’s love.
The Tragic Passing of Rob Reiner, and the Ramifications of Crime in Estate Planning
When crime intersects with inheritance, estate planning laws step in to prevent unjust outcomes and protect rightful beneficiaries.
How to Talk to Adult Children About Estate Planning: When, Why, and How to Have “The Talk”
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
When Should I Update My Will?
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
