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Wills

Understanding the Responsibilities of an Executor

Jim T. Miller | Posted 08.24.2015 | 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.

How the Daughter of One of America's Most Beloved Actors and Others Are Calling for Change

Martha T.S. Laham | Posted 08.04.2015 | Fifty
Martha T.S. Laham

Conservators and guardians are often given overbroad authority over conservatees' and wards' lives. Stories of conservatees and wards being isolated or imprisoned by court-appointed protectors are far too common.

Immigrant Couple Leaves $847,000 To 'America'

The Huffington Post | Michael McLaughlin | Posted 05.26.2015 | World

A married couple from Seattle, including a husband who had fled Nazi persecution, made it their last wish that Uncle Sam inherit their entire estate. ...

Man Leaves His Favorite Waitresses A HUGE Tip ... In His Will

The Huffington Post | Joe Satran | Posted 05.18.2015 | Taste

For many years, according to the New York Post, wealthy art collector Robert Ellsworth ate almost every meal at Donohue's Steak House on the city' Upp...

The Four Financial Plans Every Gay Couple Should Make Before They Get Married

Michael Most | Posted 06.08.2015 | Gay Voices
Michael Most

One day soon, same sex couples won't have to play hopscotch with financial equality and inequality, but until then, good financial planning can help ensure you come out a winner.

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.

Essential Legal Documents All Seniors Should Have

Jim T. Miller | Posted 05.09.2015 | Fifty
Jim T. Miller

Every adult -- especially seniors -- should have at least four essential legal documents to protect them and their family. These documents will make sure your wishes regarding your estate are legal and clear, and will help minimize any conflicts and confusion with your family and your health care providers if you become seriously illness or when you die.

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.

An Estate Administration Overview

Brad Reid | Posted 04.28.2015 | Money
Brad Reid

Estate administration involves the probate of the decedent's estate and typically includes three broad actions: (1) asset collection, inventory and appraisal; (2) collecting and paying debts and taxes; and (3) distributing the remaining assets to beneficiaries. This process may occur with or without a will and may occur subject to a probate court or outside a probate court.

Making Sure Loved Ones Are Prepared for Their Retirement Years

Jason Alderman | Posted 04.27.2015 | Money
Jason Alderman

If a senior relative faces a sudden, debilitating illness or starts losing control of everyday finances, would you know where his or her retirement, estate and long-term care issues stand?

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.

The Top Financial Planning Resolutions for the New Year

Bradford M. Pine | Posted 02.18.2015 | Money
Bradford M. Pine

As a wealth advisor, I receive a lot of phone calls in January that deal with New Year's resolutions about money. Of course, resolutions often come with negative associations. We've all been in the situation of getting really motivated at first, but seeing the enthusiasm fade quickly.

Demystifying Law: How LegalZoom Uses Technology to Make Law Affordable

Ondi Timoner | Posted 01.20.2015 | Technology
Ondi Timoner

In our latest episode for A TOTAL DISRUPTION we speak with all four founders of LegalZoom to learn how they were able to succeed against all odds. This episode is a fantastic example of perseverance, grit and the dedication required to build a company from nothing.

Feathers Ruffled. Fur Flies. Lessons Learned From Ebola.

Melanie Young | Posted 12.27.2014 | Healthy Living
Melanie Young

But in the eyes of the law, pets are property, not family members. And property is not treated the same as family. Like your children, have you made necessary provisions to make sure your pets will be well cared for and given the water, food, shelter and love that they need and deserve if and when you cannot be there for them?

Preventing Common Inheritance Disputes

Brad Reid | Posted 11.23.2014 | Money
Brad Reid

Disputed inheritances produce tragic family divisions. Preventive measures, a few of which are outlined below, may avoid many common issues. Always co...

What Einstein Taught Me About Death: 5 Reasons to Write a Will Today

Steve Mariotti | Posted 11.08.2014 | Money
Steve Mariotti

Whether you are looking to ensure your children's safety and future, or dictate how much of your earnings go back into the tax system, writing a will is an essential action and we can all benefit from taking advice from a genius like Einstein here.

Sudden Wealth From a Legal Settlement?

David A. Dedman | Posted 11.04.2014 | Money
David A. Dedman

Many legal settlements are a result of physical injury rendering you unable to work anymore and earn a living. So it's important that you make informed decisions.

Sudden Wealth From An Inheritance?

David A. Dedman | Posted 09.23.2014 | Money
David A. Dedman

When you inherit money it usually accompanies a very emotional time. You may be still grieving over a lost relative or friend. Sometimes the sudden wealth from an inheritance can create even more stress in your life.

It Takes Willpower to Write a Will

Renee Fisher | Posted 08.04.2014 | Fifty
Renee Fisher

LBL placed the drafts on the coffee table. This is where they sat for about a month, while life continued all around them. Tiny splashes of coffee appeared on them, as well as popcorn kernels. Every once in a while, LBL or Now Husband would say, "We should review these."

Where There Is a Will, There Is the Way to an Enduring Small Business

Lisa Honey | Posted 06.24.2014 | Small Business
Lisa Honey

What will happen to your small business after you pass away? While death may not be the first thing that comes to mind when planning for your business this year, the answer to this question is more important than many realize.

Quiet Millionaire Leaves Fortune To Stunned Small Town

Posted 01.25.2014 | Fifty

A quiet and humble retired teacher in Simsbury, Connecticut wanted her estate -- which she believed to be worth about $40,000 -- to be distributed amo...

Leave Your Children More Than Money

Neale Godfrey | Posted 01.23.2014 | Parents
Neale Godfrey

In addition to the financial, there is another component to your children's legacy that you should consider -- the softer side. This is the very essence of your family that you want to pass on to the next generation.

There Are No Poor Elderly in Fairfield County

Pamela Glasner | Posted 09.22.2013 | Impact
Pamela Glasner

Ever since 2011, when my 89 and 91-year-old parents were financially exploited and I became embroiled in the issue -- and in the battle -- I have been...

How to Choose the Right Executor for Your Will

Jim T. Miller | Posted 09.21.2013 | Fifty
Jim T. Miller

Picking the right executor can help ensure the prompt, accurate distribution of your possessions with a minimum of family friction.

Something Beyond Survival - The Final Chapter

Pamela Glasner | Posted 06.10.2013 | Impact
Pamela Glasner

Hating is a heavy weight to carry around, all day, every day, as is fear, as is self-recrimination. They cloud everything, even to the point of watering down even the best experiences in your life so that the joy those experiences should bring become not much more than mediocre, and that's no way to live.