Even great amounts of family wealth, can easily be lost by future generations who do not preserve and add to it as the original wealth generator did. James Jewett Stillman’s greatest lasting achievement was running the bank that eventually grew into Citigroup. However, he had another legacy. Stillman also had a large and valuable collection […]
Wills might seem like a bunch of dry legal words, but they can be quite beautiful, if done well. The average layperson reading a legal document is unlikely to find it beautiful. No layperson has ever read, for example, a petition to the court in a personal injury case and been struck by the beauty […]
There are many reasons to plan for your estate. The most important is probably that with proper estate planning, you can help to prevent your family from fighting over your estate. Only the most sadistic people among us, would really want their families to fight over their estates. The goal for almost everyone is for […]
Trusts might be more of a topic of political conversation today, thanks to the Trump family, than at any other time since President Theodore Roosevelt waged war against the trusts of the Gilded Age. That could be a good thing. Trusts are not often a subject of much public discussion. They are important to estate […]
Going into a nursing home can be a frightening experience. It can be made less scary by asking questions and choosing the right nursing home for your family. No one wants to go into a nursing home. When we think about what happens in them, we usually imagine nursing homes to be sterile places where […]
New parents have many possible things to worry about. One of them does not need to be what will happen to their newborn, should anything happen to them. First-time parents are stereotypically known to be a nervous group. That is understandable. Bringing a new life into the world that you are responsible for, is a […]
We are honored to announce that we were just awarded the 2017 Avvo Client Choice Award, our fourth year in a row! This achievement reflects our commitment to helping our clients attain their planning goals. We thank you for our continued success.
While you are busy doing your taxes this year, it is also a good time to think about getting an estate plan. Every year at about this time, Americans breathe a big sigh of relief when they seal their tax returns and send them off to the IRS or hit “send” to file electronically. The […]
In most states, to completely disinherit a child in a will, parents have to mention the child and specifically disinherit him or her. Otherwise, it is presumed that the child was left out by mistake. Tennessee has an exception to the rule. J. Don Brock, the late CEO of Astec Industries, wrote many wills over […]
Experts predict that in a few years, the technology will be good enough that vehicles will not need human assistance to operate. One of the groups that could benefit the most from this is the elderly. One of the most dreaded conversations for children with elderly parents, is telling their parents that it is time […]