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What happened to Ernie Ulrich’s estate?

Who, you might ask, was Ernie Ulrich.  Ernie was just an average blue collar guy who served in the army during World War II and

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May 14, 2017

Are you making celebrity estate planning mistakes?

This article appeared in the September 17, 2016 edition of cnbc.com.  It contains some important information you should review. “Celebrities, they’re just like us. At

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May 7, 2017

Can it happen here?

A recent story from the United Kingdom talked about the rise of family feuds related to inheritance.  The number of cases – 116 – reaching

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April 9, 2017

Does anybody want your parents’ stuff?

When my father died (my mother had predeceased him), I was charged with cleaning out his condo.  There were all sorts of things stuffed in

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February 26, 2017

Ever heard of Charles Millar’s birth derby?

Charles Vance Millar, a wealthy Canadian lawyer was known for his practical jokes.  But his biggest prank of all was the one he left in

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February 5, 2017

Checked your state’s unclaimed property database lately?

When Sophie Walter died in Illinois in 2009, she left behind a sizable estate, some of it in a pet trust for Taffy, her beloved

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January 29, 2017

50% of Prince’s estate value goes to pay estate taxes

Yesterday, Prince’s estate had to file an estate tax payment plan.  Since his estate was valued at about $200 million, the taxes are expected to

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January 22, 2017

What’s a big problem in China?  No wills!

It’s only been in the last 30 years that China has allowed people to accumulate wealth.  Prior to that, it really didn’t matter.  There was

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January 8, 2017

You don’t think you’ve been treated fairly by a deceased relative?

If someone in your family has died and you don’t think you’ve been treated fairly, what’s the first thought that comes into your head?  Challenge

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December 18, 2016

Do I Really Need a Will?

Yes, you do.  A will is a legal document which ensures that your property is transferred according to your wishes after your death. If you

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November 6, 2016

My father left his home to his kids — my stepmother sold it for $1 million

We read this recent column from MarketWatch and found it interesting enough that we are repeating it in its entirety.  If you have step children or

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October 2, 2016

Want to avoid probate?

You may think that if you have a will and in it you name the person who should inherit your home, that’s all you have

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September 18, 2016

Are your beneficiary designations up to date?

Do you have a bank account?  What about a brokerage account or life insurance policy?  Have you set up an annuity  or a retirement plan?

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May 22, 2016

You need a will. Why shouldn’t you write your own?

Most blank will forms are based on the assumption that you are part of a traditional nuclear family with a husband, a wife and a

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May 15, 2016

Why is Michael Jackson’s estate back in the news?

When Michael Jackson died in 2009 at age 50, he left a will that specified what should be done with his assets. He may not

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April 24, 2016
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