Article-1977

March 5, 2014 |

Hoffman’s Will Raises Legal Issues

Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...

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Article-1519

January 16, 2014 |

Auld Lang Syne: Talk Estate Planning This New Year

While it is not the first item on everyone’s resolution list, the New Year is a great time to discuss your estate plan with your ...

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Article-1419

December 24, 2013 |

What About The Picasso? How to Manage Tangible Assets

As a recent article explains, high net worth families are increasingly turning to tangible assets to hold their wealth. A 2012 report cited in the ...

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Article-1372

November 28, 2013 |

Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them

Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die. A recent article ...

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Article-1095

September 5, 2013 |

Make Sure Your “S” Is Covered: Estate Planning Considerations for S Corporations

It is important for those who hold shares in an S Corporation to carefully plan for the distribution of those shares. The stakes for these ...

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Article-988

September 3, 2013 |

Applying the K.I.S.S. Principle: – Simplifying Estate Planning

For members of the baby boomer generation, estate planning is about more than organizing their financial affairs. Many Boomers wish to create estate plans that ...

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Article-940

August 22, 2013 |

“Non-Tax Issues Within Estate Planning that Impact Everyone”

Estate planning is not solely about tax avoidance. A recent article discusses several other issues that render estate planning paramount, despite the value of your ...

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Article-634

May 1, 2013 |

Estate Planning Oversight Will Cost Koch Estate 3 Million Dollars

After the death of New York City legend Ed Koch on February 1st, 2013, his estate plan became the topic of public conversation. A recent ...

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Article-624

April 17, 2013 |

Family Wealth Can Be – Surprise! – A Curse

What some people would think of only as a blessing can also be a curse. Family wealth is, at times, a double-edged sword, as Thayer ...

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Article-621

April 10, 2013 |

Selecting Your Personal Representative

When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the ...

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