Posts Tagged: Estate plan

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Think Estate Planning is Just for the Wealthy? Think Again!

There is a rumor that has been floating around that only the rich need estate planning. That is extremely false. Everyone needs an estate plan, but the wealthy don’t need estate planning as much as the middle-class and working-class folks. If this contradicts everything you’ve ever thought about estate planning allow me to explain. The… Read more »

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Estate Planning Basics: What You Need to Know, but Were too Bored to Ask

I KEEP six honest serving-men (They taught me all I knew); Their names are What and Why and When And How and Where and Who.– Rudyard Kipling I’ll use all six “serving men”—what, why, when, how, where, and who, albeit sometimes in slightly different order—to explain three broad topics: (1) estate planning; (2) trusts; and… Read more »

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Framework for a Legacy: Your Art Collection & Estate Planning

The headlines are abuzz with a new world record for any artwork sold at an auction or privately. Leonardo da Vinci’s painting, “Salvator Mundi,” sold for $450.3 million (including the auction house fees) at Christie’s in New York to a private buyer, after an intense 20 minutes of phone bidding. Why such a high price… Read more »