Archive for March, 2008
Wednesday, March 26th, 2008
Last week, I was contacted by Alice Gomstyn, a reporter from ABC News who was writing a story about Heath Ledger, who as you'll recall from my article last week, died with an out of date Will that didn't mention his daughter Matilda.
Alice's article confirms what I've been saying all ...
Posted in estate planning | 5 Comments »
Thursday, March 20th, 2008
Another sad case of a woman on life support who didn't do any estate planning. Deanna Suzanne Fruggiero is only 31 and not married, so she probably didn't think it was important. Now, her divorced parents are fighting over who will make decisions about her care. Every adult ...
Posted in estate planning | No Comments »
Tuesday, March 18th, 2008
Monday's Wall St. Journal article Market Turmoil Creates Opening to Enrich Heirs
highlighted one way the current downturn in the market can be a huge opportunity for the wealthy. This is a fantastic time for you to pass assets on to your heirs at a major discount.
For those of ...
Posted in estate planning | 1 Comment »
Tuesday, March 11th, 2008
Once again, another celebrity has died with an out-of-date Will. Heath Ledger's Will has been made public (as all Wills are public documents after death) and it turns out that the Will, made three years prior to his daughter's birth, leaves everything to his parents and sister.
We saw the ...
Posted in Celebrity Planning, Family Wealth, estate planning | 5 Comments »
Saturday, March 8th, 2008
Once again, another celebrity has died with an out of date estate plan. This week's article helps you understand why a set of form documents aren't the best bet for your family, just like they weren't for Heath Ledger's family.
In addition, you are going to start to see a change ...
Posted in Personal Reflections, Social Networking | 2 Comments »