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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 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, “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.'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...

Prince’s Heirs Soon to Get Their Payday

Posted by Lizette Sundvick | Jun 30, 2017 | 0 Comments

“Now that the heirs are stepping up and Prince's distinctive shadow is receding, everyone sitting around the table wants to run the legacy like a business.” The probate nightmare Prince created by not having a will has ended. The musician's relatives have moved from defending their position,...

The Family Fight Begins over Alan Thicke’s Estate

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

“Five months after actor Alan Thicke died, he's the subject of what's shaping up to be a bitter family feud over the remainder of his estate.” Alan Thicke's two eldest sons, Brennan and Robin, filed a petition in Los Angeles County Superior Court over claims that their father's widow is disput...

Battle Continues Over Country Singer’s Estate

Posted by Lizette Sundvick | May 20, 2017 | 0 Comments

“This case arose out of a will contest between the wife and son of deceased musician Ray Price.” Price's widow filed an interlocutory appeal alleging that the trial court erred in appointing a receiver to take possession of property subject to the will contests, according to a recent write-up ...

Jerry Lee Lewis Alleges Elder Abuse by Daughter

Posted by Lizette Sundvick | May 15, 2017 | 0 Comments

“Music icon Jerry Lee Lewis is suing his daughter and son-in-law for elder abuse, after spending years trapped in a moldy house. The details are horrifying!” The 81-year-old music legend and Rock and Roll Hall of Fame member, Jerry Lee Lewis, recently filed court documents against his daug...

Choosing a Guardian? Why Not Pick Two!

Posted by Lizette Sundvick | Apr 30, 2017 | 0 Comments

“Naming a guardian for your children is one of the hardest, and most important, decisions you will ever make.” If you're having a tough time deciding who to name as guardians for your kids, you're not alone. Should you go with a close family member or someone who's better with money? Typically...

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