I’ve Been Appointed Personal Representative – What Now!?

The probate court has delivered Letters of Authority appointing you as Personal Representative of your loved one’s estate. So, now what? This is a tremendous responsibility, and it is easy to get overwhelmed by the long list of what needs to be done, all the different court requirements and deadlines, and the arduous processes of [...]

You Never Give Me Any Money – Estate Planning with an Irresponsible Child

Difficulties with estate planning Estate planning is a commonly overlooked tool that can give you peace of mind and help your children after your passing. Parents want what is best for their children: to live happily, healthily, and hopefully to be more successful than their parents before them. Sometimes, however, you might understand that your [...]

Legacy: From Father to Son in The Black Panther

Connecting Our Movie Experience to Reality Over the weekend, I saw the latest Marvel smash hit everyone is raving about: Black Panther. The movie stars the titular hero played by Chadwick Boseman, the newly crowned king of the fictional futuristic African country, Wakanda. In ancient times, a meteor carrying a powerful substance known as vibranium [...]

Congrats on having a baby! Now you need an estate plan…

Having a baby is a great time to get started with an estate plan (if you haven't already) Early in the morning just days before Christmas, I received a photo/text message from my long-time best friend, whose wife had given birth to a beautiful, healthy baby boy. Everyone looked exhausted in the picture, but the [...]

No One Expects the Facebook Profile! A Story of Planning for Your Digital Estate

Consider this for your estate plan... So you have meticulously assembled your estate plan and provided for your loved ones: a life insurance policy for your kids, the cabin up north goes to uncle Bob, your investment accounts to your husband, your brother-in-law does not get the 1940s baseball mitt handed down to you by [...]

Better Safe Than Sorry: Updating Your Estate Plan as Your Family Changes

Family Situations Can Change Often Time flies by faster than you think, but this is not merely an observation about life. The fact of the matter is, what works for you and your family today may not make sense tomorrow, or in a few years from now. Maintaining and updating your estate plan very important, [...]

Marriotts: Dirty Laundry Airing in Probate Court

The Marriott hotel always looks polished and professional from the outside. Recently, however, we learned that the Marriott family does have some dirty laundry airing out in a probate court. The good news? They are just like every other family – interesting, and not without drama. Meet the Marriotts: J. Willard and Alice Marriott first [...]

Social Media v. Privacy: What’s the Verdict?

Just recently, traditional notions of privacy have clashed with social media, prompting a headline-making case: Yahoo is denying two personal representatives access to their deceased brother’s emails. What’s the Story? John Ajemian was just 43 when he died in a bike accident in 2006. He did not have a Will, so his brother and sister [...]

Estate and Gift Tax Exemptions for 2018 are Official!

For many, “inflation” might as well be a four-letter word. But in terms of the federal estate and gift tax exemptions for 2018, it seems to be inflating smiles and opportunity for many. In the New Year, estate and gift tax exemption will be $5.6 million per person and $11.2 million for married couples. The [...]

JEOPARDY

A "Jeopardy!" contestant who passed away a week before her string of taped appearances on the show aired this week won her third consecutive game in an episode that aired Thursday night. Cindy Stowell buzzed in swiftly, blurted out answers in the form of questions, and soundly vanquished her opponents. Her latest victory was a [...]