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All Packed for College – Don’t Forget Legal Documents

The last few weeks my house has been filled with teenagers. My son and his friends are trying to get in as much time together as possible before they head off to college and gap year programs. Among their packing lists and last minute plans, few teens or parents are thinking about legal documents.  However,…

Lessons from Anthony Bourdain and His Estate

There’s something about a rebel who lives life on his own terms that is like a magnet: it’s sometimes hard to turn away and that’s how many are responding to celebrity Anthony Bourdain’s passing, according to the Forbes’article “How Anthony Bourdain’s Estate Plan Reflected the Two Most Important Parts of His Life.” Reports that his…

Potluck Dinners with a Side of Funeral Planning

Only one-third of Americans over age 65 have wills. Younger adults are even less likely to have prepared for their death.  However, one woman in California is taking the bull by the horns to help people get their affairs in order. Amy Pickhard hosts potluck dinners where guests are asked to bring food and beverages…

Buzz Aldrin, Second Man to Walk on the Moon and Montclair Native, Opposes Guardianship

Buzz Aldrin’s children have filed an action to be appointed as his co-guardians, claiming that he has dementia and is vulnerable to being manipulate.  Mr. Aldrin has filed a lawsuit accusing two of his own children and his former manager of taking advantage of their roles in managing his assets. He says the Buzz Aldrin…

Your Biggest Estate Plan Challenge: Your Family!

Estate planning attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law attorneys and nonprofit advisors, who recently attended a major conference on estate planning, were surveyed by TD Wealth. Their biggest worry for the success of client’s estate plans: family conflict. An article from WealthManagement.com, “Family Conflict Tops the List of Estate Planning…

Check Asset Titling and Beneficiaries to Avoid Unfortunate Surprises

It is a common misunderstanding in estate law that the provisions in a will are the ultimate factor in determining what happens to their assets, after they pass away. For some assets, that makes sense. For example, if your will directs that your niece receives your fine china, then she will inherit them. Other assets…

Lisa Marie Presley Sues Trustee

It is likely that Elvis Presley still makes a lot of money for someone. His intellectual property and likeness are still highly profitable. After he passed away, those valuable assets were left in trust for the benefit of his daughter, Lisa Marie Presley. However, she may not be receiving the benefits her father intended.  She…

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