News and Notes

  • How do you develop an estate plan when you have a blended family? This is a question I’ve seen more often over the past few years, and it’s one that deserves careful consideration. Here are five things to think about: Where there’s a will, there’s......

  • “Choosing a successor is the most important business decision you will ever make.” – Jack Welch, chairman and CEO of General Electric from 1981 to 2001. I write quite often on this blog about the importance of having an estate plan in general and a......

  • After many years of advising clients about estate planning, I’ve found that there are lots of misconceptions. In an effort to clear some of these things up, I’ve developed a list of 8 things you might not know about wills.  While I hope this list......

  • Unless they had no assets and no debts or your family lives in perfect harmony, it’s probably going to get tricky.  So, what do you do if your parents die without a will? Here are a few things we need to warn you about: Your......

  • Updating your will is a complicated question that can depend on a number of factors. For some people, it may not be very often. For others, a will may require frequent attention.  For starters, do you have a will? Has it been reviewed by a......

  • In the first part of our two-part series, we looked at famous musicians who died with unclear wills or no will at all.  During this section, we’ll take a look at the musicians who’ve got it right by having an estate plan. Here are five......