Featured Articles

The Perils of a Do-It-Yourself Will

This is, unfortunately, a true story. Anne Aldrich wrote her will on an “E-Z Legal Form” on April 5, 2004. Ms. Aldrich carefully inventoried all of her property on the preprinted form, and she left all of her possessions to her sister. She also provided that if the sister died before she did: “I leave […]

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Ask An Estate Planner: The insolent son-in-law

DEAR ESTATE PLANNER:  I’m trying to decide upon the best way to set up an inheritance for my daughter.  She’s got a pretty good head for money, but I’m less confident about my son-in-law.  He’s got ideas that some might think ambitious, but I think they are flaky.  For some reason, he can’t seem to […]

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Beneficiary Designations are Critical

When William joined his employer’s saving and investment plan (SIP), he signed a beneficiary designation to identify the person to receive the account balance, if any, at his death.  He named his wife, Liv, the approach most people ordinarily would take.  William was free to change or revoke the beneficiary designation at any time, and […]

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