David Bowie’s $100 Million Estate

> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be clearly...

Titans Owner Left Team in Limbo

> Proper planning is necessary to keep a closely-held business in the family. > Failing to plan for ownership and financial transitions can lead to a forced sale or family conflict. > Trust ownership can allow for a smooth transition without the asset having...

The Missing Will

> If the original Will cannot be located, state law and the probate court will determine whether a copy can be accepted.   > It is important to locate your original Will or have a new Will prepared and executed.   > A complete estate plan can alleviate the...

Year-End Estate Planning To-Do List

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to begin planning.   > Proper planning can help avoid unintended...

The Death of Whitney’s Daughter

> Outdated estate planning documents can be as dangerous as not having an estate plan at all. > A proper estate plan should provide significant asset protection and oversight for your beneficiaries. > A change in your family or financial situation should...