As an estate planner, it is fascinating to me to see how some have acquired their wealth. When I began my career, many “wealthy” families
In my wife’s family lore they tell the story from many years ago about Uncle Benny who didn’t trust his doctors. One day Benny experienced
As Freeform (formerly ABC Family) is wont to do, a Harry Potter marathon aired this week, and I got to thinking. The last installment of
You may be surprised to learn that more than 90% of American businesses are family businesses, according to Entrepreneur Magazine. The term “family business” is
It’s amazing to me how the written word is often misconstrued. I believe this happens exceedingly frequently in email communications. Too many people fire off
When drafting up wills and trusts, I sometimes have a client tell me that they want to split their estate into shares for each of
Like many of you, over the past few weeks we entertained guests from northern locales looking for sun, beaches and good weather. While we enjoy
When my children were young, I used to read Dr. Seuss books to them. One of their favorites was The Cat in the Hat Comes
It’s frustrating when we receive conflicting advice about a particular topic, and that is as true with estate planning as it is with anything else.
For those of you who have wills and trusts that contain testamentary (post-death) trusts that continue on for your loved ones, you may notice that
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