Child Free Estate Planning

Child Free Estate Planning

Child Free Estate Planning Made Simple Mary has done well, and is living well.  She has no children, and wonders about what kind of estate plan she might need. Because she has no children, she knows that if she does nothing, her estate will largely go to the IRS and the state where she lives.…

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Initiative Sucker

Curse of Wealth

The Initiative Sucker Inherits In 2014, Anderson Cooper told Howard Stern the following: “I don’t believe in inherited money . . . I think it’s an initiative sucker. I think it’s a curse. Who’s inherited a lot of money that has gone on to do things in their life? From the time I was growing…

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Resolving Disputes in Estates with ADR

Father of Resolving Disputes in Estates with ADR

Staying Out of the Courtroom Preventing and resolving disputes concerning your estate may be one of the most important functions of your estate plan.  The reason is simple.  Disputes are perhaps the greatest risk to both your financial wealth, and your family.  Families are naturally resilient, and can recover from most any trouble.  But when…

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Charitable Remainder Trust

Charitable Remainder Trust

A Charitable Remainder Trust is a way to give something to Charity in the future, while retaining the income during one’s lifetime. There are different types. The Numbers let you know if it will work for you. Timing is everything. The charity can be your own Family Foundation

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