Larry King Left Lots of Questions Behind

LA Times – Larry King’s handwritten will complicates the fight over talk-show host’s estateFebruary 16, 2021 Larry King was famous for saying he never researched or prepared for an interview with a guest. He just let it happen. That may work for a TV interview...

Planning & Post-Its – Leaving A Nightmare for Friends & Family

Tony Hseih, the force behind Zappos.com, recently died in a fire in Connecticut. He was worth many, many millions of dollars. Generally not a problem most of us will have but like many of us, he did not have any plan in place for his incapacity and passing. He...

Estate Plans and “Expectations” of the Heirs

“The death of a loved one will almost always illicit any repressed feelings, [feelings of greed, entitlement], and grudges held by [the children and other] heirs [causing those feelings] to come front and center, which is usually a recipe for disaster as far as the...

Fair ≠ Equal in Estate Planning

When it comes to determining what assets get left to which beneficiary (child, friend, sibling, niece, nephew, etc.). I often hear one of two things… “I want to give equally to my beneficiaries,” or “I want to be fair in how I distribute my assets.” Equal means just...

PACK A BAG – COVID 19 PREPAREDNESS

Perhaps you haven’t thought about the emergency bag at the door since your last baby. In our current environment, if we have, or think we have COVID-19, we may need to leave for the hospital immediately. It’s always better to have your own things with you...

It’s Not About The Money – We All Need A Plan

We are going through a very trying time as a result of the COVID-19 pandemic…exacerbated by some of the most volatile markets seen since 1987. Many of us have dusted off work contingency plans, (working from home) and are receiving new contingency plans from our...
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