Getting Your Estate in Order

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A good estate strategy will ensure that your final wishes are carried out in the event of your death and your assets are transferred to your heirs in a tax efficient manner.  Going through the process of answering the following questions will help you review and organize your financial information so that you are in […]

Estate Planning Quiz

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A good estate strategy will ensure that your final wishes are carried out in the event of your death and your assets are transferred to your heirs in a tax efficient manner. What do you know about estate planning? Take this quiz and see: 1. Probate is: a. The legal document that must accompany any […]

Important assets in divorce

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Divorce can be difficult in so many ways. The breakup of a relationship that was supposed to be “til death do us part” can be emotionally devastating. Depending on the circumstances, there can be a lot of pain, anger and recrimination. And if there are kids, there’s an additional level of complexity. Then there’s the […]

Preventing a will contest

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When you write a will, you have control over how your assets will be distributed after your death. However, if someone in your family disputes your will, an anonymous probate court judge could end up with the final say over who gets your property. Emotions run high when someone dies. If family members aren’t content […]

Preventing a will contest

Posted on Leave a comment

When you write a will, you have control over how your assets will be distributed after your death. However, if someone in your family disputes your will, and anonymous probate court judge could end up with the final say over who gets your property. Emotions run high when someone dies. If family members aren’t content […]

Including frequent flyer miles in estate plans

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When celebrity chef and author Anthony Bourdain died, his will contained a directive leaving his frequent flyer miles to his estranged wife to “dispose of in accordance to what she believes to be his wishes.” Bourdain’s frequent flyer account was almost assuredly large. He built the latter half of his career as a globe trotter, […]