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480.240.4020 Umbrella insurance: Protection for that nest egg
By Anna Helhoski, NerdWallet
USA TODAY
Published: December 27 2014
A retirement nest egg may make you feel like you’ve locked down your financial future, but don’t get too comfortable. Getting hit with a liability lawsuit in your retirement years could turn your life upside down. >>> read more
Downbeat Legacy for James Brown, Godfather of Soul: A Will in Dispute
By LARRY ROHTER and STEVE KNOPPER
The New York Times
Published: December 13 2014
Nearly eight years after James Brown died, his disputed will remains mired in lawsuits, and a trust set up for needy children has yet to aid its intended recipients. >>> read more
The Ins and Outs of Trusts That Last Forever
By Paul Sullivan
The New York Times
Published: December 5 2014
MOST people struggle to plan their financial futures beyond the next decade, while those with money and foresight are likely to think well in advance about what they want to leave their children, grandchildren and even great-grandchildren. But what about planning for eternity? It seems too long to contemplate. >>> read more
The Trouble With Trustees
By Liz Moyer
The Wall Street Journal
Published: November 21, 2014
Beneficiaries Can Clash With Trust Officials. Here’s How to Manage a Delicate Relationship. >>> read more
When Heirs Collide
By Liz Moyer
The Wall Street Journal
Published: September 26, 2014
Fights Over Estates Can Tear Families Apart. Here Are Guidelines for Keeping the Peace. >>> read more
What’s Almost as Certain as Death? Not Talking About the Inheritance
By Paul Sullivan
The New York Times
Published: August 2, 2014
Experts are urging people to overcome their hesitation and discuss with their heirs the plans for allocating assets. >>> read more
Unequal Inheritances May Ignite Family Squabbles
By Paul Sullivan
The New York Times
Published: June 20, 2014hen an estate is parceled out in unequal shares, family members can turn on one another and no one benefits except the lawyers. >>> read more
In Estate Planning, Family Isn’t Always First
By Caitlin Kelly The New York Times Published: May 2, 2014
For older people without children, stepchildren or grandchildren, the decision can be even more complex. >>> read more
When to ‘Decant’ a Trust
By Liz Moyer
The Wall Street Journal
Published: January 3, 2014
It’s getting easier to tinker with irrevocable trusts. Here’s how it works.. >>> read more
How to Avoid an Estate Battle After You Die
By Paul Sullivan
The New York Times
Published: June 14, 2013
It might seem that a woman who died at 104 after spending 20 years in a hospital despite being healthy enough to live in one of her three stately homes, accumulated a vast collection of dolls and preferred to communicate in French even though her father had been a United States senator would have little to teach the rest of us. >>> read more
Bequeathing the Keys to Your Digital Afterlife
By Anne Eisenberg
The New York Times
May 25, 2013
It’s tough enough to write an ordinary will, deciding how to pass along worldly goods like your savings, your real estate and that treasured rocking chair from Aunt Martha in the living room. But you may want to provide for your virtual goods, too. >>> read more
The Talk You Didn’t Have With Your Parents Could Cost You
By Tara Siegel Bernard
The New York Times
May 24, 2013
If you haven’t had a conversation with your parents about handling their financial affairs after they die, Krysten Crawford’s tale may spring you into action. >>> read more
Make your heirs happy: Update your will
By Elizabeth O’Brien
The Wall Street Journal MarketWatch
May 8, 2013
Outdated estate-plan paperwork can be a wealth-killer. When was the last time you looked at your will? If you can’t remember, it is time for a review. Having outdated legal documents, such as a will or power of attorney, can wreak havoc on your health and your family’s wealth. >>> read more
He Left a Fortune, to No One
By Julie Satow
The New York Times
April 27, 2013
Perhaps the greatest mystery surrounding Mr. Blum is why a successful developer, who built hundreds of houses around Staten Island and left behind an estate valued at almost $40 million, would die without a will. >>> read more
Providing For Your Pets In The Event of Your Death or Hospitalization
Committee on Animal Law
March 2013
For many people, particularly the elderly, a pet is an important and comforting part of life, and the care and well -being of the pet is a primary concern. This is particularly soin the event of a pet owner’s death or hospitalization. This is a summary of measures that should be taken to plan for the care of a pet. >>> read more
