by admin | Oct 14, 2020 | Estate Planning
We all enter the process of estate planning with the intention to take care of important business. What if your estate planning goes awry? Read these cautionary tales of what not to do! NAME: Sonny BonoDIED: June 23, 2011AGE: 62CAUSE: Blunt traumaESTATE BLUNDER: Not...
by admin | Jun 2, 2020 | Estate Planning
What is an estate planning failure? They come in all shapes and sizes. Here are three encountered by celebrities who have passed on. Let’s learn from their mistakes. May they RIP. NAME: Peter UstinovDIED: March 28, 2004AGE: 82 CAUSE: Congestive heart...
by admin | Apr 6, 2020 | Estate Planning
It’s time to re-evaluate IRAs. Both workers and retirees may need to rethink some of their estate planning considering the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...
by admin | Jan 14, 2020 | Estate Planning, Family Concerns
Life insurance strategies may not be top of mind for a very busy single parent. Whether you are or expect to become a single parent however, here is a checklist of major challenges and decisions the merit a look at your life insurance strategies: Set up a budget and...
by admin | Dec 20, 2019 | Estate Planning
The beneficiary is not always clear to family members when a life insurance policy is settled. We recently came across an article on NJ.com offering advice on the unfortunate situation when the insurance for a deceased loved one has a beneficiary who himself/herself...
by admin | Nov 26, 2019 | Estate Planning
NAME: Audrey Hepburn DIED: January 20, 1993 AGE: 63 CAUSE: Cancer ESTATE BLUNDER: Leaving her sons to split the contents of her storage locker 50/50 without clear instruction. In her handwritten Will, Audrey Hepburn left her notable possessions to her sons to be split...
