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Financial Reminders Before Remarriage

Posted by Lizette Sundvick | Jun 14, 2018 | 0 Comments

“Getting remarried gives people a fresh start, an opportunity to learn from the past and to move forward. Unfortunately, for most couples, the next trip down the aisle can also come with a host of new financial challenges.” Nasdaq's recent article, “Getting Remarried? 5 Financial Steps to Take...

What’s Your Legacy Plan?

Posted by Lizette Sundvick | Jun 13, 2018 | 0 Comments

“Your legacy differs from your estate, in that it represents more than the things you own—it embodies your purpose. At the end of your life, your legacy will be the imprint you leave on this earth and the meaning your life leaves behind.” Forbes' recent article, “Why You Should Consider Using ...

Giggers Need to Save For Retirement!

Posted by Lizette Sundvick | Jun 05, 2018 | 0 Comments

“While most Americans haven't saved enough for retirement—GOBankingRates reports that 42 percent of us have less than $10,000 saved and expect to retire “broke”—the future for freelancers looks especially bleak.” More than one in three workers today are doing on-demand work, like driving for U...

Saints’ Owner’s Will Excludes Most of His Family

Posted by Lizette Sundvick | May 30, 2018 | 0 Comments

“The last will and testament of Tom Benson excludes his daughter and her children by name from any role in running a reportedly multi-billion-dollar business empire that includes the Saints and Pelicans.  However, it doesn't affect many million dollars' worth of property that they received befo...

New Clues Emerge in Natalie Wood’s 1981 Death

Posted by Lizette Sundvick | May 15, 2018 | 0 Comments

“The truth may never be known, but nearly four decades after the fact, the biggest consequences left on the table revolve around the money she left behind.” As the surviving witnesses to Natalie Wood's 1981 death come forward to change their stories, her 88-year-old husband Robert Wagner is on...

How Large Was the Rhinestone Cowboy’s Estate?

Posted by Lizette Sundvick | May 01, 2018 | 0 Comments

“After Glen Campbell passed in August 2017, news concerning his estate has been circulating.” Rumors have surfaced that Glen included only five of his eight children in his will and that his widow Kimberly has brought a claim for more than $500K from the estate to pay medical bills. Glen Camp...

Tips on Estate Sales from Celebrity Deaths

Posted by Lizette Sundvick | Apr 29, 2018 | 0 Comments

“A new generation of collectors is scouring the homes of deceased celebrities and business titans in search of relics from a bygone time.” A home with decades-old décor normally might struggle to find a buyer.  However, The Wall Street Journal explains in its recent report, "Estate Sales Are C...

Marriott Hotel Heir Cut Out of Will Because He Divorced

Posted by Lizette Sundvick | Apr 19, 2018 | 0 Comments

“An heir to the Marriott hotel fortune claims his dad forced him out of the business and then cut him out of the family's nearly $3 billion trust — just because he got a divorce.” John Marriott III said that his father, Bill Marriott, forced him out of the hotel empire and then cut him out of th...

How Do I Split an IRA, so Each of Two Kids Gets Half?

Posted by Lizette Sundvick | Apr 01, 2018 | 0 Comments

If you leave your IRA to your son and daughter equally - 50-50 - what happens when one of them dies? MarketWatch answered that question in its article, "Who gets your IRA when you die? It's not so simple." The answer to what happens to the IRA money, is dependent upon what the beneficiary desi...

Make 2018 Great by Being Smart with Your Money

Posted by Lizette Sundvick | Mar 14, 2018 | 0 Comments

“Make 2018 the year you take the steps to save money on insurance, reduce your taxes, boost your retirement savings and protect yourself from identity thieves.” Now is a great time to make some key financial moves that can help you throughout the year and make it easier to reach your goals. He...

Questions Abound with Audrey Hepburn's Will

Posted by Lizette Sundvick | Mar 01, 2018 | 0 Comments

“Audrey Hepburn's will has been revealed for the first time in her son's battle against her children's charity over the Hollywood star's name and likeness.” Sean Hepburn Ferrer sued the Audrey Hepburn Children's Fund last fall for infringing trademark and other rights belonging to him and Luca...

Estate Planning Needed for All

Posted by Lizette Sundvick | Feb 14, 2018 | 0 Comments

“No matter your age or socioeconomic status, estate planning is something you need to consider.” Estate planning isn't just about leaving assets to heirs. A recent twincities.com article, titled "Your Money: Medical power of attorney: the missing piece of too many estate plans," asks the reade...

Estate Planning Also Deals with When You're Living

Posted by Lizette Sundvick | Jan 17, 2018 | 0 Comments

“Upon my death, I really don't care what happens or who gets my money.” A single man in his mid-40s with no real family may not understand why it's important for him to do some estate planning. Hometown Life, in its recent article, “Estate planning not just important in death,” noted that he ...

What's the Best Way to Make a Gift to Family?

Posted by Lizette Sundvick | Dec 01, 2017 | 0 Comments

“What taxes will be owed if you gift money to family?” Questions often come up when gifting to children. What are the consequences to the giver and to the recipient? An article from nj.com, “Gift tax consequences for you and your heirs,” begins with the big picture, then looks at the annual gi...

How to Begin the Money Conversation with Your Parents

Posted by Lizette Sundvick | Nov 01, 2017 | 0 Comments

“If your senior parents don't want to talk about money, here are some tips to start the conversation.” If your mother is a widow and she lives alone, you may notice that she's beginning to have difficulty getting around and refuses to have help in the house. nj.com's recent article, “When you...

Remember Estate Planning is More Than a Will

Posted by Lizette Sundvick | Sep 01, 2017 | 0 Comments

“There are more aspects to estate planning than just signing a will.” The (Beckley WV) Register-Herald's recent article, “Important Medical and Financial Choices,” notes that along with a will, there are medical, financial, and other important decisions that come into play in estate planning. ...

Estate Planning with No Heirs

Posted by Lizette Sundvick | Aug 01, 2017 | 0 Comments

“Having no heirs or surviving spouse, can make estate-planning decisions more difficult.” Some people have a somewhat unique estate planning challenge: they're childless and not sure what should happen to the assets they leave behind or whom to appoint as their proxy decision-maker. CNBC's re...

Don’t Over-Think Your Estate Planning

Posted by Lizette Sundvick | Jul 31, 2017 | 0 Comments

“Estate planning challenges include mastering financial markets, tax laws and other arcane technicalities.” The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article, “Keep Mental Hang-Ups From Sabotaging Est...

Basquiat Painting Means Big Tax Bill for Heir

Posted by Lizette Sundvick | Jul 01, 2017 | 0 Comments

“As the auction hammer fell at Sotheby's in New York last week, a painting by Jean-Michel Basquiat fetched a record $110.5 million. Now, another hammer will come down: the tax man's.” Lise Wilks, the seller of the Basquiat, will have a sizeable capital gain—about $85 million. That means she ma...

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