Author Archives: admin

Life Without a Cellphone

I haven’t achieved living life without electronics – although I sometimes leave it at home on purpose (and in the provess, irritating some family members).  But this video is worth some thought and a few minutes of time:

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Have a Great Holiday

          Merry Christmas to all!

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Who Owns What? Titling Your Assets

Asset titling is a misunderstood but important part of estate planning. It is easy to believe that the so-called experts like banks, investment companies and escrow companies automatically place property into the “proper” name, but that is not always the … Continue reading

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Financial and Estate Planning for Possible Dementia

I remember the doctor’s appointment I made for my mother when I first began questioning whether she had dementia. I sat and listened to his questions testing her cognitive loss.  The questions, which I later discovered were fairly standard, were … Continue reading

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Oh, Thank You Mr. Bobrow: IRA Rollover Rules Have Changed

In 2008, Mr. and Mrs. Bobrow made a series of single-day transfers from several Individual Retirement Accounts (“IRA”) to others. Unfortunately for all of us, one of the transfers occurred more than 60 days after the corresponding withdrawal, which the … Continue reading

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Protecting Your Estate from “Social Engineering” Fraud

One aspect of estate planning is keeping your assets, and not having them stolen.  This came to my attention this weekend, when I received an automated “social engineering” call on my cellphone, something like: “This is ATT.  It has come … Continue reading

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Don’t Forget to Review Beneficiary Designations

Even a well tuned estate plan can be defeated by failing to update beneficiary designations for bank accounts, brokerage accounts, and qualified plans (such as IRAs). Here are some points to consider: If a designation is made, it will ordinarily … Continue reading

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“How to Spot a Liar”

This subject may not seem to be explicitly about the subject of estate planning, but it is intertwined with everything an estate and financial planner does.  Your attorney can prepare the most wonderful documents, which are easily undone by an … Continue reading

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Lessons from “Little Sweetie’s” Estate

Most of us live pretty mundane lives.  But not Hong Kong billionaire Nina Wang, who died in 2007 at age 69.  Wang, nicknamed “little sweetie” because she liked dressing in traditional Chinese clothing and wore pigtails, was the heiress to … Continue reading

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The Lesson of Ghandi’s Missing Will

The failure to properly maintain estate planning records is a universal problem.  For instance, as described in this article, Mahatma Ghandi’s 1921 will was recently auctioned off in England for £22,000. However, Ghandi was known to have written four wills … Continue reading

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