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Wills and Trusts

Planning for the Inevitable

Benjamin Berkley, Esq. | Posted 05.18.2016 | Education
Benjamin Berkley, Esq.

When I announced to my wife that I was writing a book about planning for the inevitable, she replied, "Why not a love story, or a book on travel. This is gruesome." She went on to say that she would never buy such a book.

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's the Best Way to Choose a Guardian for Your Kids?

Carrie Schwab-Pomerantz, CFP | Posted 01.15.2017 | Business
Carrie Schwab-Pomerantz, CFP

Focusing on these issues may point more toward one or another potential guardian. But once you've answered these questions to your mutual satisfaction, there's still another important consideration.

What Is a Living Trust? Do You Need One?

Carrie Schwab-Pomerantz, CFP | Posted 09.14.2016 | Business
Carrie Schwab-Pomerantz, CFP

It's usually hard to get people to talk about estate planning, so I'm actually heartened by your question. No matter your age or your wealth, it's smart to plan in advance how you'd want your property to be distributed should something happen to you.

Understanding the Responsibilities of an Executor

Jim T. Miller | Posted 08.24.2016 | Fifty
Jim T. Miller

Serving as the executor of your friend's estate may seem like an honor, but it can also be a huge chore. Here's what you should know to help you prepare.

What Warren Buffett Did For His Kids

Natalie Pace | Posted 06.06.2015 | Money
Natalie Pace

As you ponder what to do with your own tax refund, or how to pay less next year, now is a great time to make sure that your dough will get to your kids without them paying half (or more) to Uncle Sam in income taxes.

Estate Planning and the Single Parent

Alexandra Smyser | Posted 03.18.2015 | Divorce
Alexandra Smyser

With some preparation and planning, your children can be well-cared for even if you are not the one to do it. A well-drafted and thoughtful estate plan will reduce stress and conflict at a difficult time. Here are the documents of an estate plan and how they can help you as a single parent.

Help Your Mom Get Organized for Mother's Day

Jason Alderman | Posted 07.07.2014 | Money
Jason Alderman

While flowers and candy offer immediate gratification (feel free to get her those as well), I'll bet your mom will truly appreciate the long-term value of getting her records in order now so that she -- and you -- will be able to take appropriate actions later on, should the need arise.

How to Divvy Up Your Stuff

Jim T. Miller | Posted 04.15.2013 | Fifty
Jim T. Miller

Divvying up personal possessions among adult children or other loved ones is a task that many parents dread. Deciding who should get what without showing favoritism, hurting someone's feelings or causing a feud can be difficult, even for close-knit families.

Inheritance: How Much is Too Much?

Richard Watts | Posted 05.13.2012 | Black Voices
Richard Watts

How much should I leave my children?" This is the question most often echoed by well-intentioned and loving parents coming to terms with their mortality. It is the last act of significant parental control but it often carries an unexpected impact.

I'm Dying To Tell You: Estate Planning And Other Existential Agitations

Debra Ollivier | Posted 05.16.2012 | Fifty
Debra Ollivier

The resistance to the process is as logistical as it is ontological, because estate planning is linked to the unpleasant task of death planning, and who wants to think about that? But when children come into the picture parents often enter the Kingdom of Anxiety, and concerns about what we leave behind are harder to sweep under the carpet.

4 Dangerous Myths About Choosing a Guardian

Jacoba Urist | Posted 12.24.2011 | Parents
Jacoba Urist

Parents would rather talk about pretty much any other part of their personal life than leaving behind their children. But when they finally do start talking, almost everyone has the same misconceptions.

For Mother's Day, Help Mom Get Organized

Jason Alderman | Posted 11.17.2011 | Healthy Living
Jason Alderman

In addition to traditional gifts like candy and flowers, consider spending a few hours helping your mom organize her financial, legal and medical records so that she -- and you -- knows where she stands.

The Importance of End-of-Life Preparation

Judith Johnson | Posted 11.17.2011 | Healthy Living
Judith Johnson

Overwhelm, discomfort and superstition -- not very good reasons for failing to execute such critically important documents. Here are the top 5 excuses for not putting one's affairs in order.

Small Town Values in a Big Time Lawyer

Don McNay | Posted 05.25.2011 | Impact
Don McNay

It could be that President Obama is a small town guy after all. His early adulthood on the south side of Chicago is where he found a "small town" environment that embraced him.