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Estate Planning

Displaying 54 results

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Prince estate: Trouble brewing and still no will

The famed musician's estate faces many complications if he truly died with neither a will nor a trust.

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  • News
  • March 10, 2016

What Saints owner Tom Benson’s estate dispute could teach your family

The billionaire prevailed in a fight to continue to handle his own financial affairs. Find out how to protect your estate before a similar conflict erupts.

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  • News
  • February 22, 2016

What Gene Wilder’s death can teach you about estate planning

Because cognitive impairment is likely for most people as they age, you shouldn't wait for signs to start preparing.

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Donald Sterling’s battle holds harsh lessons for advisers

The L.A. Clippers owner's fight with pro basketball highlights important tax and estate strategies that may surprise you.

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B.B. King’s family fight sheds light on power of attorney’s role

Fame, money and a big family may make an estate fight nearly inevitable. But a strong legal framework can help a court case move more quickly than it otherwise would.

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Despite strong estate planning, Robin Williams’ wife takes family to court

Mixed families often squabble; the beloved comedian's children and third wife are in court.

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  • News
  • November 30, 2014

Don’t ignore estate planning for millennial clients

Here's what advisers should watch out for with younger investors.

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He needed a script: Actor Philip Seymour Hoffman left a legal mess behind

In leaving his estate outright to his partner, the Oscar-winning actor left her with a multimillion-dollar tax bill

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Gandolfini heirs will likely end up in court over giant tax bill: Lawyer

The jaw-dropping $30M estate tax bill facing the heirs of late actor James Gandolfini will likely trigger litigation, predicts one estate attorney.

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Lou Reed’s will teaches a privacy lesson

A living trust can keep your affairs from public consumption; a will, on the other hand, is public record.

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  • News
  • June 17, 2014

How Hillary and Bill Clinton avoid estate taxes

Longtime supporters of the tax, they are using the strategies common to the wealthy to reduce theirs.

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Special handling needed to protect the homestead

Family homes, because of their great value and emotional ties, are a challenge in estate planning and require special handling

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  • News
  • October 22, 2007

Advisers rethink estate planning

With no permanent repeal of the estate tax in sight, advisers are appeasing worried clients by putting new twists on old estate-planning tools.

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George M Steinbrenner legacy up in the heir?

In his 25 years at the helm of the New York Yankees, George M. Steinbrenner III has earned a reputation as baseball's quintessential control freak. But even he can't control the passage of time.