Tag Archives: beneficiaries

Celebrity Estate Planning Mistakes to Avoid

Posted on June 19, 2013 by admin

In an interesting article, Fox Business delved into the “Monumental Estate Planning Blunders of 5 Celebrities.”  The piece looks at estate planning mistakes made from some well-known, now-deceased stars who’s estate ended up out of their hands. Leona Helmsley, widow of real estate tycoon Harry Helmsely, famously left a … Continue reading →

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Estate Planning Faux Pas

Posted on May 29, 2013 by admin

Estate planning is important. If you haven’t already considered an estate plan, there is no time like the present.  When considering how to start this process, you should consider professional advice.  Fields and Dennis has years of experience under its … Continue reading →

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Estate Planning and Second Marriages

Posted on May 7, 2013 by admin

If you are thinking about remarriage after a divorce, there is much to consider.  Second marriages have become far more common in recent years, as divorce rates and life expectancy both increase.  While pursuing a life with someone you love … Continue reading →

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Estate Planning Lessons from Downton Abbey

Posted on April 3, 2013 by admin

A recent article from The Wall Street Journal offered “Money Lessons from Downton Abbey.”  The popular British drama that takes place in the early 20th century recently ended its third season, but more important than providing entertainment, it can apparently … Continue reading →

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Study Says Stories are Most Valued Inheritance

Posted on April 1, 2013 by admin

In a 2012 survey by the Allianz Life Insurance Company of North America, it was determined that family stories are more important to many than material inheritance. The American Legacies Pulse Study surveyed baby boomers (age 47-66) and elders (72+) … Continue reading →

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Disinheriting Someone Isn’t Always Easy

Posted on March 4, 2013 by admin

The desire to disinherit someone from a will isn’t always as negative as it sounds. While most times individuals are disinherited out of anger or pride, it isn’t unheard of to desire one person to receive more or less of an estate due to … Continue reading →

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Don’t Leave Your Legacy to Chance: Estate Planning For Lottery Winners

Posted on March 4, 2013 by admin

It seems pulled from the pages of a mystery story, but you may have heard it in the headlines recently.  What happens if you win the lottery but die mysteriously shortly after? Urooj Khan may have gotten lucky when he … Continue reading →

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World’s Richest Cat Can’t be “Trusted”

Posted on December 20, 2011 by admin

According to an article in The Guardian, “Tommaso, a four-year-old, one-time stray from Rome, is thought to have become the world’s richest cat.”  We’ve seen cases like this before, but unlike Massachusetts, which allows residents to establish trusts for their … Continue reading →

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National Estate Planning Awareness : Pass it On

Posted on October 18, 2011 by admin

Over the course of this blog I’ve advocated for immediate design of an estate plan under the advisement of an estate planning lawyer like me. As this is National Estate Planning Week, it’s only fitting that I should make another … Continue reading →

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The importance of being earnest (when designating beneficiaries)

Posted on July 14, 2011 by admin

No one likes to make a will and people constantly put it off, but one thing that should never be put off is designating beneficiaries.  Not only should beneficiaries be named carefully, they should also periodically be reviewed, verified and … Continue reading →

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