Five Fact Friday – July 15, 2022

https://youtu.be/3BdGNWD8KqM This week we take a look at dying without a will as the late Chadwick Boseman did, sleep divorces, & some changes to Social Security. This week’s links: What I’m Reading: https://bit.ly/3nJYDqr What I’m Watching: https://wapo.st/3apCtXB What’s New In Tech: https://bit.ly/3AwMlJA What’s New In Legal: https://et.tv/3bWS1CG What’s New In Retirement: https://bit.ly/3nMtrHe Bonus Link: https://bit.ly/3O9CA7o […]

What We Can Learn from Gandolfini’s Will

The recent death of “Sopranos” actor James Gandolfini has sparked a national commentary on the wisdom of his will. A recent article outlines several estate planning lessons that people should learn from Gandolfini’s will. Foreign Property is Treated Differently Gandolfini was lucky enough to own property in Italy. In his will, he left the Italian […]

Estate Planning: Lessons Learned From Mitt Romney

Whether you agree with the politics of former Republican presidential candidate Mitt Romney or not, there are many lessons to be gleaned from his complex estate plan. A recent article in Fox Business discusses several of these lessons.   Romney, who is worth $250 million, has in place a variety of trust funds that will […]

The President Has An Estate Plan – How About You?

President Barack Obama has been making the rounds across the country to promote his health care initiatives. One of the places where President Obama showed up was an online forum sponsored by the AARP. In his response to a question about a proposed health care bill, President Obama said that he and First Lady Michelle […]

Michael Jackson’s Estate Plan – What He Did Right!

We’ve become all too used to folks in media twisting a story to suit a certain purpose. When Michael Jackson’s will was revealed, the media was reporting that he left everything to his Family Trust and then speculating as to what that meant. Of course, no one doing the reporting is an estate planning attorney, […]