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From 29 to 6 – at what cost?

by | Aug 7, 2016 | Estate Planning

As everyone probably knows by now, Prince died on April 21, 2016 and he didn’t have a will.  You’d think that someone who had attorneys involved in almost every phase of his life and was worth more than $250 million would have done some estate planning, but evidently...

Are you among the 63%?

by | Jul 17, 2016 | Estate Planning

That’s the percent of Americans who do not have a will, according to a Google Consumer survey by USLegalWills.com. A recent Forbes.com article talks about some of the horror stories that occur when people die without putting an estate plan in place. Here are the...

Did he really just get the lorry?

by | Jul 11, 2016 | Estate Planning

Although this actually happened in the UK, it could just as easily have happened here. Fred McGuinness owned a scrap yard.  When he died at age 64 in 1987, he left everything to his wife Edith. He had four children: David, Freddie, Kevin and Denise.  David claimed...

Who Pays Your Debts When You Die?

by | Jun 5, 2016 | Estate Planning

According to a U.S. News and World Report story out this week, most probably your unpaid bills will be subtracted from any inheritance you leave to your loved ones. In 2013, more than 61% of senior households had an average of $40,900 in debt.  And it’s likely that...

Are your beneficiary designations up to date?

by | May 22, 2016 | Estate Planning

Do you have a bank account?  What about a brokerage account or life insurance policy?  Have you set up an annuity  or a retirement plan? You probably have a least one or two of these types of accounts.  When you set them up, you were asked to name a beneficiary for...