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The Codicils of J. Paul Getty

In 1958 J. Paul Getty was the richest man in the world. He even had his own listing verifying it in the Guinness Book of World Records. He was from wealth, his father was a successful wildcat oilman, J. Paul took over the old man’s business and expanded it to heights...

A Little Piece of Planning

If you watched the end of the Villanova – North Carolina NCAA Championship game Monday night you (a) saw a classic game; (b) with 4.7 seconds left and a timeout on the floor you were treated to the sight of Villanova’s 6’11’’ senior, Daniel Ochefu mopping the floor...
A Family Estate Planning Problem (Part One)

A Family Estate Planning Problem (Part One)

Over the course of a few blog posts I’ll be designing an estate plan for several members of the sprawling Buckman family. They are pretty typical.  You might even know them. Frank and Marilyn are in their mid-sixties and live in an upscale St. Louis suburb. Frank owns...
Strange But True Estate Planning Stories

Strange But True Estate Planning Stories

Joe Meador was a lieutenant with the 87th Armored Field Artillery Battalion. They landed at Normandy on D-Day, fought through France, Belgium, deep into Germany. In April, 1945 – the waning days of the war – they arrived in the formerly idyllic town of Quedlenburg,...