September 30, 2014 | Lessons from the Joan Rivers Estate
Lessons from the Joan Rivers Estate
Joan Rivers was heralded as a stellar performer, but she also left behind a legacy as an incredible businesswoman. Her estate included income, collectibles, and real estate that was estimated in value between $150 million and $250 million. She left behind detailed instructions for her assets after her death, which is rare in a society when many celebrity deaths highlight the weaknesses of their estate plans.
Photo Credit: breitbart.com
Looking at her careful planning, there are a few key lessons: be prepared for the unexpected, outline plans for pets, and correctly title the assets. Joan Rivers was also masterful in giving her family a brief overview of the estate plans to help improve clarity and reduce the possibility of arguments. Rivers made use of family trusts to reduce the tax burden for her beneficiaries and titled her assets
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Blogs for September 2014
September 29, 2014 | Should I Worry About Protecting My IRA?
Should I Worry About Protecting My IRA?
Learn MoreSeptember 26, 2014 | New After-Tax Rollover Rules For Your 401(k)
New After-Tax Rollover Rules For Your 401(k)
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September 24, 2014 | What Qualifies as a Digital Asset?
What Qualifies as a Digital Asset?
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September 22, 2014 | Asset Protection
Summer Wrap Up: Estate Planning For Your Vacation Homes
Learn MoreSeptember 18, 2014 | When LLC Members Pass Away: What Are Executor Rights?
When LLC Members Pass Away: What Are Executor Rights?
Learn MoreSeptember 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know
Self-Employment Tax and K-1 Income: What You Need to Know
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