Five Estate Planning Lessons from Frozen

Over the weekend my family and I watched Frozen at Movies in the Park. Frozen is Disney’s reinterpretation of Hans Christian Andersen’s The Ice Queen fairy tale.  As I watched the movie for the umpteenth time (my daughter is 5, after all), I realized that the movie contains some really good estate planning lessons.  [SPOILER ALERT: This article assumes […]

NAMI Offer Help In Difficult Area Of Special Needs Estate Planning

In the Oscar-winning 1979 documentary “Best Boy,” director Ira Wohl spent three years filming the life and times of his middle-aged cousin, a New York City man with a developmental disability everyone called Philly, although his name was Philip. Over the course of the film, it becomes clear that Philly’s aging parents, more than Philly […]

Proper Estate Planning Can Ease Everyone’s Mind

While death is just as inevitable as taxes, dying without being properly prepared is not. Proper estate planning, one that delves into as many contingencies as possible, can provide great comfort to not only the person reaching the end of the line but also to friends, family and loved ones of all kinds. “Dying is […]

Planning For Death, Like Estate Planning, Is A Last Gift To Loved Ones

Proper estate planning is like a gift people give to their loved ones and possibly to organizations they wish to include in the disbursement of their holdings. Another gift, one that is much more emotionally charged but equally important, is careful planning for death. It’s not a topic many people want to address, but then […]

Celebrity Estate Planning Foul-Ups Provide Lessons To Learn From

An article in Forbes magazine a while back points out that there are lessons to be learned in estate planning from some celebrities. For the most part that lesson is: Don’t do what these people did. “Like many Americans, you may feel a guilty pleasure watching celebrities make silly mistakes on national television,” the article […]

Estate Planning For The Majority

Many estate planning attorneys and financial managers are thrilled to talk about their super wealthy clients. But most of their clients fall into a slightly lower tier. The majority of their clients are those with net worths of between $5 million and $10 million, says an article in Forbes. For these clients, a boon came […]

Estate Planning For Women

Women face challenges that men don’t face that make it all the more important that they start estate planning sooner rather than later. That’s the word from a column on marketwatch.com that suggests that because women live longer than men they often approach the subject of estate planning differently. Women, according to the story, are […]

Biggest Mistake And Benefits Of Estate Planning

Estate planning involves organizing your personal and financial affairs in case of mental incapacity or death. An article on foxbusiness.com, says the the biggest mistake you can make is to plan improperly or not plan at all. But with the help of a qualified estate planning attorney, having a proper estate plan can bring you […]

Stop Inheritance Feuds Before They Start

Family members routinely fight over cash, stocks and other large assets after a relative dies. But some of the most bitter fights are over trinkets. More than half of lawsuits over inheritances involve items worth less than 10 percent of a person’s estate, according to an article on dailyfinance.com. That’s because they have emotional not […]

Do You Need A Prenup?

Prenups aren’t the easiest things to accomplish. Not the legal paperwork, the emotions. While getting a prenup may seem like the most logical thing in the world to one party, the other may see it as a snub or insult. Feelings are easily hurt. But experts say it is important to have financial talks before […]