PHILANTHROPY AND SCAMS

Nov 16, 2018 | Blog, Charity Scams, Giving

The massive fires in California, the most recent hurricane season, funerals for the latest victims of gun violence, a neighbor seemingly put under unexpected financial strain by health or other events out of their control. The internet and social media have made it so...

ESTATE PLANNING: A NEW VOCABULARY

May 24, 2018 | Blog

I’m generally not a popular person at parties when I answer the question “What do you do?” Immediately people give me the “Oh” and take a step back…like I’m the Grim Reaper. Estate planning documents and the people who draft them tend to make people immediately...

ESTATE PLANNING – MORE FROM THE ESTATE OF PRINCE

Apr 21, 2018 | Blog

It’s Ultimately About Properly Documenting Our Wishes & Instructions People have done the total opposite of what Prince would have wanted For an artist who craved absolute authority, he left no will An estate valued between $100M and $300M is being managed by...

ESTATE PLANNING – KEEP IT IN THE FAMILY

Dec 15, 2017 | Blog

“It’s the most wonderful time of the year,” so says the song. While it certainly can be, it is also the time of the year when family tensions, squabbles or outright fights can surface and intensify. A completely unrelated matter may open a real or perceived family...

ESTATE PLANNING – CHANNELING OUR INNER AURORA GREENWAY

Dec 10, 2017 | Blog

In the movie “Terms of Endearment” Shirley MacLaine plays Aurora Greenway. Her daughter is diagnosed with terminal cancer and Aurora stays by her side and VIGOROULY advocates for her care, including pain management. If you’ve seen the movie the scene where she...
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