A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla.,
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Estate Planning for Women
It’s vitally important for everyone to have a plan for their estate, but in the absence of a well-crafted plan, women can be affected more
Creating a Virtual Asset Instruction Letter
Think about the information you store online. There’s the Pinterest page where you keep a collection of family recipes, the Instagram account where you keep
Is Your Legacy Mapped Out?
When people think of estate planning, it is generally thought of only being needed by the ultra-wealthy. Actually though, this isn’t the case. Whether people
Four Important Dates to Consider When Reviewing Your Estate Plan
Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they
Survey Says … “More Estate Planning!”
When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked
Get It Together!
When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile
Conservatorships and Guardianships: What’s the Difference?
Bobby Brown and Pat Houston will be co-guardians for Bobbi Kristina Brown. Their attorneys said in a statement Friday that Bobby Brown and the sister-in-law
Is “Crummey Power” Really Good or Really Crumby?
There was one estate planner who had a stroke of marketing brilliance a long time ago. He or she decided that we should call death
Estate Planning Is Critical for Singles
A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people
South Texas’ “Godfather of Movies” Leaves Two Pals to Duel over Estate Plan Mess
Rubin Frels is considered by some as the “godfather of movies in South Texas.” His parents met at the Theatre Victoria, built in 1913. Frels
Are You Ready for Cousin Itt to Be the Guardian of Your Kids?
Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a