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
Blog
Consider This Strategy to Keep Your Estate From Getting Whacked
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
Review Your Old Trusts
Estate laws change regularly, which means that estate planning methods that were once a great idea are no longer advisable for many people. One example
Paying the Estate Tax
One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or
Keeping Trusts a Secret
Sometimes it might be beneficial for a trust beneficiary to not know the details of a trust or even know that the trust exists. Some
Taking Care of Your Pets after You’re Gone
Four years ago, Pam Miller went to the home of a woman who was dying of cancer. The woman had lived a full life and
Elderly Man not an “Elder” for Abuse Claim Against Bank
An 85-year-old man who bobs between residences in Australia and the State of Washington is not an “elder” for purposes of California’s Elder Abuse Law,
Consider an Intrafamily Loan to go along with a Trust
With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intrafamily loans with trusts. In late 2009, a
Estate Planning and Your Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you
Texas Attorney General in More Trouble?
Texas Attorney General Ken Paxton is already facing a felony indictment. Now, his role in a trust case is being called into question. Tanner Hunt,
The 411 on Trusts and Trustees
You don’t have to be a CEO or multimillionaire to benefit from a trust. If you have highly specific wishes on how and when you
Three Things to Think about before Writing Your Will
It may be an unpleasant task to think about your own mortality, but the fact is, writing a will is one of the smartest financial