Oct 16, 2019 | Estate Planning
A few first-hand stories about some of the negative consequences caused by a lack of planning (negative consequences that don’t necessarily revolve around money). As the article succinctly states, “there’s no drama in the universe like death drama.”...
Oct 9, 2019 | Estate Planning
So, the auction begins today with sixty percent of the proceeds going to Bourdain’s estranged wife, Ottavia Busia, and his daughter Ariane, the rest to a new scholarship at the Culinary Institute of America. Although Bourdain did some planning, one wonders if this is...
Oct 5, 2019 | Estate Planning
Examples of what and how Spousal Lifetime Access Trusts (SLATs) and Domestic Asset Protection Trusts (DAPTs) can be used to maximize the estate exemptions before likely tax reforms in 2020 (if the democrats win and get majority control of Congress). Talk to the Law...
Sep 28, 2019 | Estate Planning, Trusts, Wills
Great practical tips from litigated experiences. Best to leave adjustment provisions (provisions that try to balance inheritances due to outstanding inter-family loans, etc.) out of a Trust or Will, and update it at frequent intervals instead. Moreover, ask your...
Sep 19, 2019 | Uncategorized
Answer: When not titled correctly. Currently, I am working with a cleint that would like a property solely titled in her and her sister’s names as her 5 other siblings who are on the deed are now deceased. Simple enough…however, the deed is titled as...
