Despite what you might think, estate planning isn’t just for the rich and famous. In fact, your family is likely to benefit from a comprehensive plan that divides your wealth, protects your well-being and provides a compass for your family’s future. Dividing your wealth Estate planning is often associated with the division of your assets, […]
Who needs an estate plan? You do! Read More »
Phote by Sarah Pflug from Burst Keep your estate planning documents Fresh and Local I often get calls from people who have just moved to Connecticut and are wondering if they need to update or revise their estate planning documents. What I usually say is that under the full faith and credit provisions of the
Fresh & Local: estate planning version. Read More »
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.21.0″ hover_enabled=”0″ global_colors_info=”{}” width=”86%” max_width=”85%” sticky_enabled=”0″ custom_padding=”54px|||||”][et_pb_row admin_label=”row” _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.21.0″ custom_padding=”|||” hover_enabled=”0″ global_colors_info=”{}” custom_padding__hover=”|||” sticky_enabled=”0″][et_pb_text admin_label=”Text” _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” link_option_url=”https://youtu.be/MuPFf6-beQI” sticky_enabled=”0″ custom_padding=”||230px|||”] I get quite a few questions from my clients about trusts. There are many kinds of trusts that can be
The Estate Planning Utility Infielder: A Revocable Living Trust Read More »
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 no one could have
The Codicils of J. Paul Getty Read More »
What to do About Larry? So, I’m working on the Frank and Marilyn Buckman estate plan. You remember them from the last post. And you’ve probably figured out the reason they look familiar is they are the Buckman’s from Parenthood.( the Ron Howard film, not the TV Series), one of my top 5 favorite movies.
What to do About Larry Read More »
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 just below half-court. Ochefu took the mop
A Little Piece of Planning Read More »
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 a thriving business, he is, to put
A Family Estate Planning Problem (Part One) Read More »
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, home of the Quedlenburg Abbey, built by Otto the Great
Strange But True Estate Planning Stories Read More »
If you’ve been watching FX’s The People v. OJ Simpson – it’s mesmerizing despite having lived through it – you couldn’t help but be struck by the scene where a distressed Juice is getting ready to turn himself in. He’s high on a pill cocktail, off the rails upset at the prospect of no bail
The People vs OJ Simpson and Estate Planning Read More »
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, home of the Quedlenburg Abbey, built by Otto the Great
Estate Planning: Holes in the Desert Read More »
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