Tag Archives: Estate Planning

Estate planning — why do it?

Posted on November 4, 2014 by Randy Fisher

Two new clients came to see me last week. They needed changes to an old estate plan. They weren’t in my office because they wanted to be. They were there because someone they trusted told them to come. In that respect, … Continue reading →

Posted in Uncategorized | Tagged asset protection, Death, disability, Estate Planning, Inheritance | Leave a comment

Need a lawyer? Five things to remember….

Posted on October 28, 2014 by Randy Fisher

We get it. No one wants to talk to lawyers. But there comes a time in everyone’s life—whether it be good news (Marriage), bad news (Divorce/Estate Administration) or something in the middle (Estate Planning, Asset Protection or Business Acquisitions/Sales)—when you’ll … Continue reading →

Posted in Uncategorized | Tagged asset protection, Business Acquisition, Business Sales, Estate Administration, Estate Planning, How to talk to a lawyer | Leave a comment

Legacy Lost: The Dwindling Family Inheritance

Posted on March 22, 2013 by Randy Fisher

Ninety percent of family inheritance is often lost within just three generations, according to the Wall Street Journal (Lost Inheritance). By the end of the second generation — to be clear, that’s after your children have passed away — you … Continue reading →

Posted in Business Law, Estate Planning, Succession Planning | Tagged baby boomer, estate, Estate Planning, Family, heir, Inheritance, lost inheritance, Wall Street Journal, wealth, wealth loss | Leave a comment

The Beneficiary’s Right to Know the ‘Rain Man’

Posted on February 22, 2013 by Randy Fisher

In the 1988 film “Rain Man,” the estranged son of a millionaire discovers he has been essentially cut out of his father’s estate. Upon his father’s death, Charlie Babbitt (Tom Cruise) inherits a 1949 Buick Roadmaster and a collection of … Continue reading →

Posted in Estate Planning, Revocable living Trust | Tagged beneficiary, Estate Planning, fiduciary duty, film, Law, Privacy, Rain Man, right to know, Trust law, trust privacy | 3 Comments

When to Update Your Estate Plan

Posted on February 1, 2013 by Randy Fisher

An estate plan, much like an automobile, requires regular maintenance to keep it running smoothly — or at least, to keep it from breaking down. The question is: how regular is “regular”? Many estate planning attorneys agree that every 3-5 … Continue reading →