by Kathy Lane | Apr 20, 2020 | Estate Planning
We are constantly urging people to write a will so that their wishes will be known when they die. Family members won’t have to guess what they wanted to happen to their favorite possessions – their paintings, jewelry and digital assets. Most bequests are...
by Kathy Lane | May 6, 2018 | Estate Planning
It may seem morbid but have you asked them? This article from a New Zealand website is very applicable to us in the United States. It’s a topic most of us don’t want to broach with our parents but it’s one that’s necessary to address. Do you know how to...
by Kathy Lane | Jan 11, 2018 | Estate Planning
We read an interesting post awhile ago that we thought might help some of you. The author is Jennifer Stuart, Attorney, Senior Law Project Jennifer Stuart is an attorney in Raleigh with Legal Aid of North Carolina’s Senior Law Project (SLP). The post is...
by Kathy Lane | May 28, 2017 | Estate Planning
Alan Thicke died on December 13, 2016. His two older sons, who are co-executor’s of their dad’s living trust, have filed a petition in court to get instructions on how his 1988 trust (amended last year) and a 2005 prenup signed by him and his third wife, Tanya...
by Kathy Lane | May 21, 2017 | Estate Planning
We came across an interesting article about life insurance on the Edward Jones web site. It gives you some valuable information and some things to think about. It’s reposted here in its entirety. “If you already have life insurance, you’ve taken an...
by Kathy Lane | May 14, 2017 | Estate Planning
Who, you might ask, was Ernie Ulrich. Ernie was just an average blue collar guy who served in the army during World War II and died in Chicago at age 85 on December 21, 1999. He never married and had no children. His two sisters were his only family. One sister,...
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