Family By Choice

Family By Choice

“All to my spouse, then in equal shares to my children,” or “all to my children in equal shares.” This is a common set of instructions we estate planners see with our clients. What if we don’t have a spouse, or children? What if we don’t have siblings, or aren’t...

“I Do” Is Not An Estate Planning Strategy – Part II

This is my second discussion on this topic.  The actor, Chadwick Boseman, (Black Panther, Ma Rainey), passed away from colon cancer in 2020 at a relatively young age.  He had recently married and after his passing, we learned he did not have any planning...

Estate of the Queen of Soul 3 Years In

Aretha Franklin passed away 3 years ago…leaving a MESS!  Initially, it was thought she didn’t leave a will…she actually left 4 in various places in her homes (amazing what one finds under couch cushions)! One of Ms. Franklin’s sons has special needs and has a...

You Can Control Some Of Your Future

“No matter how much or how little you have, estate planning determines the future of your belongings, your money, and your family if you are incapacitated or after we pass… only 32% of American adults have a will or other estate planning documents, according to...
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