Putting Your Financial Affairs in Order – It’s Not Just About You!

Putting Your Financial Affairs in Order – It’s Not Just About You!

Former British Prime Minister Benjamin Disraeli once wrote, “I am prepared for the worst, but hope for the best.”  In matters concerning wills and estates, few words better apply. This stems largely from the realization that most people do not want to contemplate the end of their life, let alone take steps to prepare for it.  While this is understandable to one extent, it is also problematic in that avoiding […]

DIY Estate Planning?

DIY Estate Planning?

The advancement of technology has helped to foster an array of changes to our daily lives over the past few decades.  In particular, one rather noticeable change has been the rise of the Do-It-Yourself (DIY) consumer. Defined, the DIY consumer is someone who believes in and practices doing work on their own, rather than paying someone else to do it for them.  While this term is most often associated with […]

The Estate of Tom Petty

The Estate of Tom Petty

Many times after a celebrity passes away, talk revolving around the decedent’s estate shifts to the controversies associated with dying without a proper will having ever been established.  However, sometimes even when a celebrity has created a will, complications can still arise.  One particular example of this is currently playing out regarding the estate of legendary performing artist Tom Petty. Petty’s estate was left to his widow, Dana York, and […]

Estate Planning 101: How to talk about it

Estate Planning 101: How to talk about it

Rarely is it easy to approach and discuss certain sensitive issues with our loved ones, especially when it comes to matters concerning estate planning. This can be further complicated if the conversation occurs in times of good health, when matters concerning death are greeted like an approaching storm cloud on an otherwise sunny day. Far too often people are likely to either crack a joke as a means of deflection […]

Estate Planning Mistakes

Estate Planning Mistakes

Planning one’s estate is generally considered a worthwhile endeavor aimed at easing the burdens placed upon our friends and families once we’ve passed.  However, it is not always a simple process to undertake, especially without the help and guidance of a professional.  In particular, too often mistakes occur when a person attempts to plan their estate without proper assistance. Arguably the most egregious estate planning mistake one can make is […]