Trust Litigation
Estate Planning

How to Avoid Being Robbed Blind After You Die

(Source: Kiplinger): Casey Robinson – In February 2018, prominent NYC attorney Steven Etkind was arrested on charges of embezzling millions of dollars from a deceased client’s estate. The client’s will directed the creation of charitable trusts (of which Etkind served as co-trustee), funded with assets from the client’s estate, for the sole purpose of supporting charitable Read More…

Estate Planning

8 Estate Planning Moves If You Are Getting Divorced

(Source: Forbes): Christine Fletcher – Divorce is not easy. It’s not only a difficult time emotionally, but you also have a lot to do and many decisions to make. I am going to add one more task to your “to do” list. You need to address your estate plan. It could be the plan deep in Read More…

Estate Planning

Kate Spade, Anthony Bourdain And Estate Planning When You Are Separated

(Source: Forbes): Megan Gorman – The recent tragic deaths of Kate Spade and Anthony Bourdain had more in common than how they died. They were both separated from their spouses at the time of their deaths.  While by all accounts these separations were amicable, the fact that they were not legally divorced can lead to a Read More…

retirement planning
Estate Planning

Planning Ahead for Longer Lifespans

(Source: Barrons): Abbt Schultz – For decades, wealth advisors would encourage investors to shift their mix of portfolio assets to more conservative investments as retirement neared. But no more. While the final days of an individual’s financial life used to be when they hit their 60s or 70s, today, “that’s kind of the entry point,” says Leslie Read More…

will
Estate Planning

The 3 Reasons Why People Do Estate Planning

(Source: Kiplinger): Joel Johnson – Whether you are leaving a huge financial windfall behind for your offspring or a smaller monetary account, it is important to create an estate plan which allows greater control, privacy and security of your legacy. Estate planning is defined (according to Wikipedia) as the process of anticipating and arranging, during a person’s Read More…

Digital Assets
Estate Planning

Online estate planning: How to make a will for your digital life

(Source: AZCentral): Ken Colburn –  Estate planning is one of the most important tasks everyone should be doing for their families and including your digital assets is critically important in the information age. We’ve been through the process of trying to help others reclaim online accounts or break passwords after someone passes and it’s just not Read More…

Trust Litigation
Estate Planning

Avoiding 7 Deadly Estate Planning Mistakes

(Source: Forbes): Bob Carlson –  Most estate planning mistakes tend to be fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value of an estate and other factors. Each of the classic mistakes is avoidable. All that’s needed is knowledge Read More…

Digital Inheritance
Estate Planning

What Is Digital Inheritance And The Future Of Your Assets After Death?

(Source: Forbes): Andrew Rossow – Imagine you get hit by a bus tomorrow and die, what would happen to all your digital assets? I’m talking your online accounts, including banking information, social media passwords, and stock portfolio information. Now, add your cryptocurrency–your Bitcoin, Litecoin, Ether and other purchases, alongside access to your private keys and digital Read More…

Estate Plan
Estate Planning

8 Signs Your Estate Plan May Be Worthless

(Source: Kiplinger): Casey Robinson – If it’s been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up. Most people hate reviewing their estate plan, and I can’t say I blame them. From Read More…