February 22, 2016

At the age of 99, Huguette Clarke, heiress of a mining fortune, executed a Will where she left nothing for her family members and instead, left her $300 million fortune to a future foundation for the arts, her goddaughter, doctor, accountant, lawyer, nurse and to the h...

February 19, 2016

Invariably, my clients who sign off on their Wills and Powers of Attorney exhale a sigh of relief.  I am not convinced that's necessarily because doing so guarantees them more monetary wealth.  In fact, most of my time with clients is not spent talking about money at a...

February 11, 2016

The Estate Executor has three main jobs; secure, protect and distribute estate assets.

What "asset" means has changed considerably.  The things that have meaning to people, financially and sentimentally, appear in digital format and they are intangible.  

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