Why “Last Will” Really Means “First Step”

We call it the “Last Will and Testament.” But when you’re planning your estate, the will is hardly the last thing you need to do. On the contrary, it’s only the beginning. #102070486 / gettyimages.com The New York Times recently put a spotlight on just how elaborate estate planning has become in the modern world. […]

Joan Rivers: Lessons from a Life Well Lived

It’s been two months since Joan Rivers passed away and she’s still a part of the media cycle. That’s a testament to the impact she made on the culture… an impact we may not have quite realized until she was gone. But then that’s often how it goes. #170147899 / gettyimages.com The estate planning community […]

Is It Really Impossible to Have Both Family and Fortune?

How much is your family costing you? Does “everything” sound like an overestimate? Not according to one Forbes financial writer. #142456905 / gettyimages.com In an interesting but arguably excessively cynical analysis, columnist Phil DeMuth opines that you can either be rich or have a family — not both. And even those lucky enough to pull […]

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 […]