Death and Taxes: Two of life’s Surest Things

Dear Clients, Colleagues, and Friends, “It’s a beautiful home,” the well-coiffed realtor gushed to Sally and Ned. “How much did you say you paid?” Ned proudly told her what he spent on their “dream home” over 30 years ago. The realtor’s eyes shot up in surprise, “You could get 30 times that today.” The couple stopped short, shocked. They had no idea their residence could be worth so much. With […]

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Lessons Learned: Frank Gifford’s Estate Planning

Dear Clients, Colleagues, and Friends, So your estate planning is in order. You have a will; every loved one is accounted for; and your estate will be passed on in accordance with your wishes. Or will it? The great Frank Gifford died on August 9, 2015. He was 84 years old. He was a football player for the New York Giants, and then a television sports announcer and commentator. He […]

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Tony Soprano’s Estate Gets “Whacked”

The cost of being penny wise and pound foolish… Actor James Gandolfini, who made the mobster Tony Soprano a household name, suddenly died in June of a heart attack at the age of 51. News quickly morphed from sadness over his untimely death to shock over his seemingly ill-conceived estate plan, namely, his will, which was so poorly drafted that up to 80% of his assets are rumored to be […]

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Bad Things Happen to Good People

I know, I know. Such a cliché. We go through life hearing terrible stories about horrific things that happen to other people. Many think, “Well, that’s awful, but it could never happen to me.” After all, you could never do anything bad enough to get sued for so much money that you could lose personal assets like your car or your house. Could you? This is a true story about […]

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