Watch That Step!: Estate Planning Oversights to Avoid
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise…
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Choosing Your Executor
One of the most important estate planning decisions a person can make is deciding who will serve as the executor of the…
What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in…
Planning With a Baby on Board
The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is…
Long-Term Care for Your Cat
All too often, cats are surrendered to animal shelters because their owner either died or had to enter a long-term care facility…
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and…
Don’t Keep it a Secret! – The Truth About Estate Planning Conversations
Recently, BMO Management conducted a survey concerning communication of estate plans. Although 90% of American adults surveyed stated that estate planning is…
Even the Wiseguys: Gandolfini’s Disastrous Estate Plan
After “Sopranos” actor James Gandolfini’s unexpected death at the age of 51, a recent article has described his estate plan as disastrous.…
Estate Planning: Lessons from Warren Buffett
One of the most interesting parts of Warren Buffett’s estate plan is how he designed it to leave his children just enough…
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…
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