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33 search results for: inheritance

1

$14 Million Gone In Just 12 Years! What will your kids do with their inheritance?

Check out this stunning article about blown inheritances: Family’s Fall from Affluence is Swift and Hard You might expect a story about blown inheritances to exclusively belong to the twenty-something crowd, but in a recent article from The New York Times we see that it can happen to anyone, no matter their age. Quick money can disappear just as quickly […]

3

Protecting Your Family Like an NFL Lineman: 4 Risks to an Inheritance

The other day I had a chance to speak at the Rotary Club. My topic, like the article “How (and Why) Athletes Go Broke” in the latest issue of Sports Illustrated, was about protecting the money you’ve worked so hard for. There are many ways your spouse, children or grandchildren could end up losing what […]

5

Forget About The “Estate” And Just Do Planning

Estate Planning isn’t just for people with estates… I talk a lot about “estate planning,” whatever that means. It sounds like lawyer talk and often makes people’s eyes glaze over. Well, I want you to forget about the estate and just call it planning, because that’s all it is! It’s planning… • for getting older and making […]

7

Stop Thief! 10 Things That Can Steal From Your Estate

If you’ve ever been robbed like I have, you know that awful feeling of violation and loss of control. More than the material things that are stolen, the loss of peace of mind and sense of security can have lasting effects. When I had just started practicing law, I came home one night and saw […]

8

How Innovative Legal Help Saved the Relationship of Two Sisters

This is the real life story of two sisters, an annuity, nursing home costs, and why Medicaid Planning matters. Mom did not have a lot, but she owned her home, had a steady retirement income, and had purchased two annuities. Each in the amount of $50,000. Each daughter was named the beneficiary of “their” annuity […]

10

3 Things That Can Ruin Your Estate Plan

Don’t be caught with an out of date will. Keep the 3 L’s of estate planning in mind. You’ve finally finished creating your will with your attorney – congratulations! It’s a big undertaking. You’re probably thinking it’s time to stash it in a safe place and forget about it. As long as your attorney has […]