“You have to plan ahead… As more wealth moves into the cloud, good luck tracking this stuff.” Andrew Magliochetti always feared dying without an estate
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Helping your Parents Downsize
“People are not relying on the way things used to be.” Theauthor of aChicago Tribune article titled “Don’t want to burden your children? Plan now,”
Robin Williams’ Death Causes Heartache for Fans and Heirs Alike
“What if your spouse dies unexpectedly?” More details of Robin Williams’ 2014 suicide became available last week, when his widow Susan Williams revealed new and
Tips on Conducting a Stress-Free Estate Sale
“Choosing a trusted estate sales professional should not be taken lightly.” Estate sales come at a time when families are at a crossroads resulting from
Give Your Family a Strong Sense of Security
“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more
Consider This Strategy to Keep Your Estate From Getting Whacked
When he died in 2013 at the untimely age of 51, actor James Gandolfini bequeathed a financial disaster to his heirs. Gandolfini hadn’t properly prepared
Avoiding Common Estate Planning Mistakes
Knowing what the most common estate planning mistakes are is a great first step, but it does not do any good unless you also know
Reforming a Will Because of a Mistake
A new decision by the Supreme Court of California has interesting implications for when a will can be reformed by the court. Irving Duke created
Avoiding Escheatment
The process by which a state government claims ownership of a deceased person’s accounts who has no heirs or beneficiaries is called escheatment. It is
What To Do First When Inheriting
Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included
Avoid Conflict When Valuing Property Partnerships
Property partnerships end for a variety of reasons. Ideally, the ending is wanted and agreed upon, financially and emotionally enriching all parties. But when things
An Unusual Clause in Robin Williams’ Trust
Even though Robin Williams has passed away, it might still be possible to see his name, likeness or voice in movies or advertisements. However, do
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Latest Posts
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- Common Estate Planning Mistakes and How to Avoid Them











