Consider the Gift of Estate Planning Because… Life Happens
Some recent clients of mine apologized for the length of time it took them to finalize their estate plan. It had been almost a year since our initial conference – when we first sat down to discuss their circumstances and their goals in the event of death or incapacity. It’s not uncommon, as an estate […]
Reading Playboy for the Articles: Is Estate Planning Your Estranged Spouse’s Ultimate and Final Controlling Act?
Given Hugh Hefner’s star status it is no wonder that rumors immediately began to swirl upon his death about what would happen to the fortune he amassed through the Playboy empire. There were rumblings that he may actually still be married to Kimberly Conrad, though he married Crystal Harris in 2012. There have also been […]
Prince’s Death Shows Why You Need a Last Will and Testament
Do you have a will? U.S. News and World Report interviewed David DuFault on why music icon Prince’s death highlights why we all need a last will and testament.
Living Wills for Individuals and Businesses
Recently the Charlotte Business Journal contained an article about the big banks’ failure on their own ‘living wills’. In the context of the big banks, the living wills in question are the Federal Reserve and FDIC requirements that the largest banks provide documents outlining how the bank’s failure or bankruptcy will not create mayhem in […]
Trick or Trust
For many people, the idea of a trust triggers the seemingly negative image of spoiled children, living off the wealth they inherited; wealth these ‘trust-fund babies’ didn’t earn. While that may have been true in the past, trusts such as revocable living trusts have become a staple of comprehensive estate planning for far more than […]
Why Do I Need a Will? 4 Reasons you Should Stop Procrastinating Today
Let’s face it: death is scary. And talking about death seems to make it even scarier, so most people avoid the topic altogether. What many don’t realize is that procrastination in talking about this uncomfortable issue will create added stress and complication for loved ones already distraught and grieving. To help you and your family, […]
Need an Estate Planning Attorney?
Do you have an estate plan in place? Do you know who your children would live with if you died tomorrow? Do you know how your assets would be distributed? These are tough topics that no one likes to think about, but there is no time like the present to schedule an appointment to meet […]
What should be in your Will?
Your will is often the starting point of an estate plan. Depending on where you are in life, your will can address who will receive the property in your estate, who will care for your minor children, and who should be responsible for administering your estate – that is collecting your assets, paying your debts and […]