Oscar de la Renta

Last weekend we lost a fashion icon, Oscar de la Renta.  Mr. de la Renta was born on July 22,… Continue reading »

Beneficiaries: Don’t Blow Your Inheritance!

A few years ago, a promising NBA basketball player signed a six-year, $60 million contract. Five years later, that same… Continue reading »

Why is an A/B Trust Important?

A married couple can have a Revocable Living Trust with provisions that upon the first spouse to die, the Trust… Continue reading »

Things aren’t Always like they Seem

When we see our neighbor in his brand new high-end car, we may be a little envious.  I know that… Continue reading »

Paralysis by Analysis

There is an old saying in the business world: Paralysis by analysis.  It basically means that the business does not… Continue reading »

Your Legacy – What can you do?

I had the pleasure of meeting and talking with Nicole of the American Cancer Society (“ACS”).   I knew they did… Continue reading »

What assets are left outside of my trust?

The general rule is you do not want to have assets outside the trust that would exceed the probate threshold… Continue reading »

Planning Man

I am a big fan of Billy Joel’s music.  He is able to tell a story with each song he… Continue reading »

Distributing Your Assets

People face many important decisions when creating an estate plan.  These decisions require a great deal of thought.  One of… Continue reading »

Can a married couple use joint tenancy until one spouse dies, then set up a trust for the survivor?

Yes, but this unfortunately has several problems associated with it. There is no guarantee that the surviving spouse will have… Continue reading »


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