James Brown, aka the “Godfather of Soul,” died at age 73 on Christmas day in 2006. One of the first 10 inductees into the Rock & Roll Hall of Fame, Brown’s signature songs include “I Feel Good,” “Papa’s Got A…
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An increasing number of our clients now hold cryptocurrency or are considering purchasing it. Cryptocurrency is a “digital asset” – but a digital asset like none other. It requires special consideration so that (1) it can be passed on to…
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Welcome back, Snowbirds! We are writing this blog at the tail end of November. Today’s midday temperature in New York is 38 degrees; in Chicago, 34; in Boston, 35. At our Palm Beach Gardens office, it’s a glorious, balmy 70…
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As couples retire and age, their thoughts often turn to giving up their life insurance. The premiums could cover other expenses. There are no longer little kids to consider. They are collecting Social Security, or soon will be. They are…
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Richard Robinson, the 84-year-old CEO of Scholastic Corporation, strolled on Martha’s Vineyard this past June with his two grown sons, Reece and Ben. They were shocked when their dad suddenly collapsed and died. They were in for another shock later,…
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Do you live with your significant other in a home that you own? If you are like most of our clients, you will want to make sure your partner can continue to reside there if he/she outlives you, then have…
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An estate conflict has erupted between the families who own Boar’s Head. Why the legal beef? It appears to stem from a deceased owner’s failure to put her last wishes in writing. Boar’s Head Provisions Company was launched in 1905…
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The Biden Administration’s tax proposals have been on the minds of many of our clients. You may be wondering if and how your estate plan will be impacted, and what you should do now to minimize your heirs’ tax liability. …
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Bob Ross rose to fame in the 1980s as the host and instructor of the wildly popular Joy of Painting TV show. Viewers were smitten not just with his artistic techniques but also with his mesmerizing voice and congenial manner….
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Estate planning clients frequently come to us who are parties to business agreements such as limited liability companies, shareholder agreements, partnership agreements, corporations. These agreements routinely include clauses that govern who may inherit the shares of deceased partners. If you…
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