I’ll be presenting a seminar on DIY — Do It Yourself — Estate Planning at the Pleasant Grove Library on Wednesday, March 8, 2017 at 7 PM. Come an enjoy the discussion. The address is 30 E Center St, Pleasant Grove. If you have a question about wills, trusts, and other aspects of estate planning, maybe […]
At the link is an interesting piece at WealthManagement.com that compares the reasons people gave in 1927 for not making a will with the reasons people give now. It’s worth a read if for no other reason than the photographs from those bygone days are great. That said, here are the reasons people gave in […]
Naomi Cahn, a law professor at George Washington University, has some good advice for those who’ve recently parted ways with their spouse. You can read her advice in her piece “Protect Those You Love in Divorce, and Remarriage,” posted at Slitopia. If you find yourself a member of the recently divorced, I recommend you read […]
Everybody wants to avoid probate, but far too many of those who want to avoid it, know what is. Here’s a primer: Probate is the legal process in which a deceased person’s will is proved valid; her personal representative or executor appointed; her property collected and preserved; and her debts, including taxes, paid. Usually, the […]
Why doves cry. Half of Prince’s estate to go to government.
What happens to your Facebook, Twitter, and Instagram persona when you die? You might want to consider that question.
Well, I guess since Prince didn’t have one, you don’t need one either . . . Prince’s sister has said the superstar musician had no known will and that she has filed paperwork asking a Minneapolis court appoint a special administrator to oversee his estate. Something tells me this will neither go smoothly nor end […]
Yesterday I read an interview in the April 2016 issue of WealthCounsel Quarterly with Neel Shah, a business and estate planning attorney in Monroe, New Jersey. The last interview question was of particular interest to me, because occasionally I find myself wondering whether I’m simply selling something when I encourage people to do their estate and business […]
I’ve listened to Dave Ramsey. My wife owns a couple of his books. I get what he does, and I think he probably does a some good–in the debt area, at least. But he’s not always right. For example, I don’t care for some of his opinions about life insurance and much of his investment […]
From the article “Communicating an Estate Plan to Heirs,” posted at Successful Farming at Agriculture.com: “For some children, money equals love. Therefore, if they receive fewer dollars, they assume they are loved less. With farm distribution, there are times when the farming heir appears to get a financial advantage on paper. Sometimes this may be […]