March 3rd, 2008

Would You Want Everyone To Be Able To Read Your Will?

Jacquelyn Kennedy Onassis was a very private person. Surprising when you consider the public life she led - but true. She was famous for keeping her private life private.

Why am I telling you this?

The other day, my CPA was telling me that the office he previously worked in - had a copy of her will! They kept it on hand to prove to their clients how vulnerable our most private wishes can be, when we leave everything in a will.

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Category Finance | No Comments »

February 23rd, 2008

Estate Planning - More Than Just A Legal Will

When people think of Estate Planning, they generally think of legal wills. Estate planning is not just a will, although it does involve writing one. Rather, it’s a series of legal steps that involves allowing your beneficiaries to avoid probate and minimize the taxes incurred, and for you to write a living will in which you nominate trusted associates who would assume power of attorney and executor status should you be incapacitated or die. Estate planning also allows you more direct control over how your assets will be treated when you’re gone.

This is a preview of Estate Planning - More Than Just A Legal Will. Read the full post (760 words, 1 image, estimated 3:02 mins reading time)

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Category Legal and Law | No Comments »


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