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Why Estate Planning Is Important

Why Estate Planning Is Important

Do you want to be able to provide for your family after you are gone? If so, you should begin estate planning now so you

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Estate Planning Lessons from Your Friends on “Downton Abbey”

Estate Planning Lessons from Your Friends on “Downton Abbey”

This isn't a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients'

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How to Pay for the Kids’ College

How to Pay for the Kids’ College

Given the rising cost of most college tuitions, the complexity of college loan agreements and the difficulty for most middle-income families in simply maintaining their

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Estate Planning for Digital Assets

Estate Planning for Digital Assets

What happens to your online accounts after you die? It’s an important question many people avoid. California Assembly member Ian Calderon recently introduced AB 691

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Key Documents Are Essential before Signs of Dementia

Key Documents Are Essential before Signs of Dementia

In the beginning stages of dementia, someone who handles the family finances forgetting to pay bills is just one common warning sign. The spouse doesn’t

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Be a Farmer like “Old McForbes” and “Mr. Green Jeans” Bon Jovi and Reap the Tax Benefits

Be a Farmer like “Old McForbes” and “Mr. Green Jeans” Bon Jovi and Reap the Tax Benefits

A gentleman farmer is a wealthy landowner who oversees a small farm purely for the pleasure of it—and, perhaps, for the pleasure of the tax

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Thought about Dying Lately?

Thought about Dying Lately?

Most of us don't. However, if a close friend suddenly passes away, this shocking and unexpected event might make you think about death and how

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The Estate of Mr. Cub Already in Foul Territory

The Estate of Mr. Cub Already in Foul Territory

Widely beloved in Chicago and the baseball world, Ernie Banks — a/k/a Mr. Cub — rose from humble beginnings.  He began his career earning seven

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Brando “Coulda Been a Contenda” in Estate Planning

Brando “Coulda Been a Contenda” in Estate Planning

Unquestionably, Marlon Brando was one of the leading actors of the 20th century. The well-known Godfather was always in firm control … until it came

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Dispute over Doctor’s Multimillion Dollar Estate Headed for Trial

Dispute over Doctor’s Multimillion Dollar Estate Headed for Trial

The fight over the multimillion-dollar estate of renowned plastic surgeon and burn treatment pioneer Richard Grossman, who died last March at age 81, is headed

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Divorce Planning and Estate Planning

Divorce Planning and Estate Planning

If you have just gotten divorced, you may be focused on getting on with your life. But make sure you also have updated the financial

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Other than That, Mrs. Lincoln, How’s Your Estate Planning?

Other than That, Mrs. Lincoln, How’s Your Estate Planning?

It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of

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