In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven simple exercises to use with your parents that can offer significant healing and completion for their...read more
In the first part of this series, we discussed the dangers of reverse mortgages for senior homeowners. Here, we’ll look at how these complex loans can negatively impact your family and estate plan. For decades, reverse mortgages have been touted as an easy way for...read more
Gloria Vanderbilt, railroad heiress and fashion icon of her own right, passed away last week at the age of 95. Though her Will has not been made public yet, the question of who will inherit her estate, which is estimated to be about $200 million, has been drawing...read more
If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie” Winkler, Robert Wagner, and former U.S. Senator Fred Thompson telling elderly homeowners how they can...read more
This is the second in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning mistakes we encounter with clients. If the series exposes any potential...read more
The estate of French rock star Johnny Hallyday has been tangled in an international court battle ever since his death in 2017. But a recent ruling by a Paris court may have set a new precedent for using social media as evidence in inheritance cases. Thanks to...read more
The popular multinational ridesharing company Uber is in trouble again, and this time, it is thanks to state, federal, and foreign tax authorities. Uber’s large and complex structure makes their tax filings even more so. Uber is currently under audit by the IRS for...read more
Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2 In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at another leading cause for dispute and offer strategies for its...read more
Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1 No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. Of course, no one wants to believe their...read more
As if the estate of the late Queen of Soul did not have enough issues—millions owed in back taxes, a hefty estate tax, a special needs heir and a lack of an estate plan (click here for our previous article on Aretha)—the latest news coming out of Michigan is surely a...read more
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