Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities due to their exemption, another FinCEN requirement is moving full steam ahead, and estate planning attorneys should not overlook … [Read more...] about Preparing for FinCEN Real Estate Reporting
Estate Planning
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his Clearwater, Florida home, I wondered if I’d have another celebrity estate gone awry to discuss. I found something different but equally important for Estate Planning practitioners: … [Read more...] about Hulk Hogan and Disclaimers…?
“Let’s Go Crazy” … Over Prince’s Estate
When Prince died over nine (9) years ago, he shocked his fans one last time. Turns out, his unexpected death wasn’t the last surprise. Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate. … [Read more...] about “Let’s Go Crazy” … Over Prince’s Estate
How Specific Devises Impact Inheritance
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Continue reading to learn more. … [Read more...] about How Specific Devises Impact Inheritance
National Make-a-Will Month
Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills play an important role in a comprehensive Estate Plan. Alarmingly, most Americans don’t have a Will even though they know it’s important. As National Make a Will … [Read more...] about National Make-a-Will Month
No More Cheeseburgers in Paradise
Jimmy Buffett’s brand of music inspired a way of life dedicated to relaxing. A trip to Key West, Florida embodies everything Jimmy held dear and serves as the backdrop to many of his songs. More than one city hosts a restaurant titled after his hit … [Read more...] about No More Cheeseburgers in Paradise
Graduation . . . What’s Next?
While summer gives us pools, barbecues, and a break from the usual grind, it also provides an opportunity to undertake some necessary Estate Planning, especially for young adults heading off to college. Continue reading to learn more. … [Read more...] about Graduation . . . What’s Next?
In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge
The grief of putting my dog down got me wondering about how animals process grief and how much harder it may be for them since they lack the ability to put their feelings into words the way that humans can. Thus, the idea for this blog focusing on … [Read more...] about In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge
The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust
When one child occupies a position of trust with a parent to the exclusion of other siblings, that causes friction. Extending that position of power after death exacerbates that friction and may cause irreparable harm. It seems that … [Read more...] about The Big Lesson from Tony Bennett’s Embattled Estate and Troubled Trust
A Hole in Hackman’s Plan
Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre sequence of events, seemingly ripped from a movie script, his death raised questions and exposed some flaws in both his end-of-life planning and his … [Read more...] about A Hole in Hackman’s Plan
