Estate Planning Archive

6 Feb 2017

Why You Need to Check Your Beneficiaries Today

The recent near-simultaneous deaths of Carrie Fisher and Debbie Reynolds shocked followers of film and pop culture.  Their deaths should also raise awareness about the importance of beneficiary planning.
3 May 2016

Prince’s Other Legacy (Hint: It’s Not His Music)

The recent death of music superstar Prince has generated considerable amounts of press, as often happens when celebrities pass away prematurely and under mysterious circumstances.
3 Aug 2015

Enforceable Gift Pledge Redux: Foundation Suing Donor’s Estate

In my last post, I wrote about the pros and cons of signing an enforceable gift pledge.  Now comes word of a case in California involving a gift pledge that was rescinded.
23 Apr 2015

Planned Giving 101: The Retirement Plan Beneficiary Gift

I love the retirement plan beneficiary gift.
24 Mar 2015

Three Lessons from the Estate of Ronald Read

What happens when a man who looked like he couldn’t rub two nickels together turns out to have amassed $8 million?  He gets a lot of attention.
27 Jan 2015

Planned Giving 101: The Bequest

In this first article in a series, we look at that popular technique for giving to charity at death: the bequest.
30 Oct 2014

Yes, Your College Student Child Needs a “Starter” Estate Plan

Fall semester is well under way.  Students have bought books, moved into dorms, and are navigating the academic and social milieu of college life.  One thing you may have forgotten to add to the checklist: an estate
11 Aug 2014

A Key Estate Planning Lesson from Guardians of the Galaxy

Estate planning pops up in unexpected places – even in an intergalactic action-fantasy-comedy film based on a comic book.
17 Jun 2014

The Easiest, Do-It-Yourself Way to Create a Legacy Gift to Charity

Bequests through a will or living trust are among the most common kind of legacy gift made to charity. But in terms of ease for a donor, bequests are not the simplest. 
19 May 2014

This is What Can Happen When Charities Join Forces to Promote Legacy Giving

This is a great example of promoting legacy giving, courtesy of Include A Charity, an Australian consortium of non-profits who banded together specifically for the purpose of promoting bequests to charity in a will.  Fantastic.