Live Life and Plan for a Better Tomorrow

Anthony Bourdain, the famous foodie traveler, past away last year. When he died, he was legally separated from his wife but not legally divorced. The question arises as to whether the wife can still inherit from his estate. Stay tuned for the answer.

This is directed at those who have chosen not to marry or are in states where particular unions are not recognized ie gay marriage.

There’s much ado about our valuable possessions and investments and assets. The answer may surprise as it has nothing to do with your house, retirement plan or other assets per Se.

This podcast/video is about the importance of having disability insurance and why you absolutely need it.

This holiday season let us emphasize the value of our family and friendships over material possessions.

Jack and Jill have a son named Joe. They decide to put Joe's name on assets under a joint ownership so as to avoid probate and estate planning. What can possibly go wrong?

This is a video about parenting yes. And I give one common sense advice that every parent is going to say yeah duh, but do we practice it? The advice is listen, observe and nurture your child's passion. In doing so, please avoid the 5 parenting styles I describe in this video. My two cents. Take it for what it is worth.

This is a short quick hit video about a possible worst case scenario. Jill, a widower has 2 children and remarries Jack who is also a widower with 2 children. They draft up mirror image wills. What can possibly go wrong?

ILIT is a very important tool you can use if you want to get significant estate tax benefits.

Another predator in the estate planning context is the Nursing Home. Long term care in the US is expensive and can drain your accounts. Consider Medicaid planning as part of your overall estate planning.