Tag Archives: Inheritance

Estate planning — why do it?

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

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Legacy Lost: The Dwindling Family Inheritance

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

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New Maryland Slayer’s Law to Disinherit Murderers from Victim’s Estate

What sounds like the plot of a BBC murder mystery tragically became reality for the family of Ann Sue Metz in 2009, when her husband killed her and inherited her estate. Though he was convicted and sentenced for the crime, … Continue reading

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Prodigal Planning: Protecting a Spendthrift Heir

Pop Quiz! What do you get when you add one kid with poor impulse control with one enormous inheritance? Hint: The sum is not a lifetime of fiscal responsibility. As this Wall Street Journal article points out, wealthy parents face … Continue reading

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Your Digital Estate: The Sad Fate of Your iTunes & Kindle Libraries

“I hope it’s not a deal-breaker, Mitt, but my playlist starts with AC/DC and ends with Zeppelin,” said Paul Ryan to his prospective boss, Mitt Romney, who has “songs on his iPod which I’ve heard . . . in many … Continue reading

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