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Estate Planning and Wills

Claims Against Aubrey McClendon's Estate Continue

Stephanie R. Caudle | Posted 09.15.2016 | Business
Stephanie R. Caudle

On March 2, 2016 Aubrey McClendon, the former Chesapeake Energy Corp CEO and part owner of the Oklahoma City Thunder was tragically killed in a highway accident.

Before You Travel This Summer, Don't Forget These 5 Estate Planning Must Dos

Steve Cook | Posted 05.26.2016 | Travel
Steve Cook

Estate planning is a daunting topic. It's morbid to think about all of the "what ifs." What if something were to happen and one of your family members were to get seriously injured on the trip? What if catastrophe struck?

The Death of Prince: The Stages of Grief for an Estate Planning Attorney

Alexandra Smyser | Posted 05.03.2016 | Entertainment
Alexandra Smyser

How could a man who fought so hard to re-gain control over his musical legacy not have created a plan for it after he died? How could a man with a philanthropic heart not have cemented his charitable legacy with testamentary gifts? Et tu, Prince?

Like Prince, A Majority Of Americans Don't Have A Will

The Huffington Post | James Cave | Posted 05.03.2016 | Business

When Prince died at the age of 57, he left behind a vast estate estimated to be worth at least $50 million, but no will to sort any of it out. Wills ...

Dividing Up Your Estate: Does It Ever Make Sense to Split It Unequally?

Carrie Schwab-Pomerantz, CFP | Posted 04.25.2016 | Business
Carrie Schwab-Pomerantz, CFP

Dear Carrie, I have two grown sons: one is a corporate attorney and one teaches English at a public high school. Needless to say, their incomes are q...

5 Things Estate Planning Can Do for You and Your Business

Kc Agu | Posted 03.31.2016 | Business
Kc Agu

You spent the last 15 years of your life building your business from ground zero to a million dollars. In the event of your untimely demise, the government slaps an estate tax or death tax on your business and reduces the worth of your business by 50 percent.

3 Simple Tips For Planning Your Estate

Erris Langer Klapper | Posted 02.11.2017 | Fifty
Erris Langer Klapper

People are particularly persnickety about personal property, and rich or poor, our stuff means a lot to us. While wealthier people are more likely to have extensive estate planning documents in place, it's imperative across the board, as fights over tangible personal property often erupt.

What Your Aging Parents Aren't Telling You

Patrick O'Brien | Posted 11.05.2016 | Fifty
Patrick O'Brien

Whether it's due to pride, a desire to maintain their independence, or forgetfulness, if you have aging parents there are likely things they aren't telling you. And that can be both troubling and dangerous.

Estate Planning for Unmarried Couples

Alexandra Smyser | Posted 09.10.2016 | Business
Alexandra Smyser

We live in an amazing time in which individuals are defining what it means to be a family. As you take charge of your life in this way, know the costs and benefits of your choices and do appropriate planning around them.

Are Wills Obsolete?

Brad Reid | Posted 09.09.2016 | Money
Brad Reid

Planning for one's survivors and heirs is an important and very personal activity. Making the difficult time after death less stressful and more efficiently addressed is a laudable goal.

9 Life Changes That Require An Estate Plan Review

Steve Cook | Posted 08.17.2016 | Fifty
Steve Cook

As painful as it is to consider, estate plans are critical. If anything happens to you, it's important to know your loved ones are taken care of and your wishes are honored. Throughout life, those last wishes change with the major events you go through.

How to Leave Your Children an Inheritance

Steve Cook | Posted 07.08.2016 | Fifty
Steve Cook

Estate planning may not be sexy but it sure is important. To leave your children an inheritance, you have to understand some technical issues as well as the finer points of discussing your estate with your loved ones.

Estate Planning And The Single Girl

Ann Margaret Carrozza | Posted 06.22.2016 | Women
Ann Margaret Carrozza

Women need to plan for their long-term care and estate planning needs as if they will, one day, be single.

Winning in a Race of Life, Death and Renewal

Don McNay | Posted 06.07.2016 | Business
Don McNay

June 5 was a big day for me. The Tuttle Tots 3K in Carrollton, Kentucky was the first time I had been in a running race in 26 years, and I came in second in my age division. The day before, I had a medical checkup that confirmed that I had lost over 90 pounds in the past six months.

What Happens If You Die Without A Will?

Steve Cook | Posted 06.22.2015 | Money
Steve Cook

State intestacy laws are a "best guess" as to what the average person wants to happen to their property when they die. Don't leave such an important decision about your legacy up to the state's "best guess."

4 Estate Planning Documents Everybody Needs

Steve Cook | Posted 06.09.2015 | Money
Steve Cook

Many people think that estate plans are just for the wealthy, but that's just not true. I know you're thinking to yourself, this guy's a lawyer, of...

Why We Avoid Estate Planning

David A. Dedman | Posted 04.28.2015 | Money
David A. Dedman

You don't want your relatives and your spouse fighting over some piece of furniture or other trinket. If you are single, then it won't be as obvious as to who gets what, especially if your siblings and parents survive you.

Why Your Beneficiaries Are Important

David A. Dedman | Posted 04.12.2015 | Money
David A. Dedman

Can you remember who you listed as beneficiary on all your different accounts? Maybe you think you know, but you should review your beneficiary designations on all applicable accounts. Here are some reasons why naming and updating your beneficiaries is so important.

Death Deal: Will or Revocable Living Trust?

Terry Savage | Posted 11.22.2014 | Money
Terry Savage

No one wants to think about death, much less plan for the aftermath. But since is the one most inevitable event in our lives, don't we owe it to tho...

Why a Court May Not Approve a Will Right Away

Chana Frid | Posted 06.28.2014 | Fifty
Chana Frid

One of the bigger mysteries, to many people, is why it seems that the process of offering a will to a judge for approval, called probate, can sometimes become highly complex -- and by "complex", I mean lengthy and expensive.

When You Die, Where Does Your Dough Go?

David A. Dedman | Posted 05.24.2014 | Money
David A. Dedman

Investors over the years have told me that they have it all worked out. "I've got a will, a trust and spoke to an attorney." Often, those instructions were done years ago, sometimes decades ago.

Hit by the Bus: How to Protect Your Business, Your Family and Yourself

Jack Garson | Posted 02.10.2014 | Business
Jack Garson

The challenges of succession -- both professionally and personally -- don't go away if you ignore them. The need for planning exists. The results are worse if you ignore the difficulty.

How Will Your Grandkids Treat Their Inheritance?

Neale Godfrey | Posted 10.01.2013 | Fifty
Neale Godfrey

Whether you're living the retirement of your dreams or you are still working and hoping to hold on to the home you love, you're probably thinking about whatever estate you will leave behind.

9 Ways To Make Things Easier For Your Survivors

Next Avenue | Posted 04.20.2013 | Fifty

SPECIAL FROM Next Avenue By Scott Taylor Smith Take these important estate planning steps now so your loved ones will carry out your wishes prop...

The Conversation Parents NEED To Have With Their Adult Children

Next Avenue | Posted 04.06.2013 | Fifty

SPECIAL FROM Next Avenue By Lori R. Sackler Avoid family strife down the road by holding key conversations about your estate plans -- now "Wh...