Orville Wright

Jennifer Santini / January 30, 2012
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August 19, 1871 – January 30, 1948 Today is the 64th anniversary of Orville Wright’s death, one of the two men known for the invention of the airplane. Orville, along with his brother, Wilbur, made the first airplane flight in 1903 in Kitty Hawk, NC. Orville was born in Dayton, OH, where he and Wilbur […]

Preparing for the Death of a Spouse

Jayne Sykora / January 28, 2012
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Losing a spouse is a heart-wrenching event that can be difficult, if not unbearable, to even plan for. Therefore, many surviving spouses are not prepared for the death of their spouse and subsequently have to deal with financial and legal questions at a time when they are most likely not thinking clearly. This post discusses […]

Kobe Bryant & Community Property

Jennifer Santini / January 20, 2012
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The old adage “what’s mine is yours and what’s yours is mine” is particularly true for spouses located in community property states. News of the L.A. Lakers star Kobe Bryant’s divorce reminds us how important it is to know whether or not you are located in a community property state and to plan properly if […]

Unique Estate Planning Issues in Agricultural Communities

Laurel Mohan / January 16, 2012
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Everyone should have an estate plan. Estate planning attorneys say that a lot, and we mean it! But this is even more critical for farming families. There are many unique issues and problems that play an important role when planning for families with farms, among them: estate taxes, complicated probates, business succession, emotional ties and […]

Humphrey Bogart

Jennifer Santini / January 14, 2012
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December 25, 1899 – January 14, 1957 It has been 55 years since Humphrey Bogart died at age 57. Bogie, as he was affectionately called, died from esophageal cancer, leaving a wife and two children. He was married to another leading star of the time, Lauren Bacall, who was at his bedside at the time […]

Young, Single, Childless and Broke? You Still Need an Estate Plan

Michelle Vesole / January 10, 2012
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It is a common misconception that estate planning is only necessary for the wealthy or those with a spouse and children. However, all individuals, no matter what their financial situation may be, can benefit from preparing for the future with estate planning tools, too. An estate plan includes more than creating a Will or trust […]

Young, Single, Childless and Broke? You Still Need an Estate Plan

Michelle Vesole / January 10, 2012
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It is a common misconception that estate planning is only necessary for the wealthy or those with a spouse and children. However, all individuals, no matter what their financial situation may be, can benefit from preparing for the future with estate planning tools, too. An estate plan includes more than creating a Will or trust […]

Upon the death of a business owning spouse

Maggie Green / January 7, 2012
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Below is an illustration (a fictitious one) with three things to consider upon the death of a spouse who owns a business. Henry and Wendy celebrated their 30th anniversary last summer with their two children and three grandchildren. At the time of her death in November 2011, Wendy owned an increasingly successful retail business. Henry […]

Welcome to 2012!

Jennifer Santini / January 2, 2012
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It’s a new year! Time to dust of your estate plan and review your documents. While not much may have changed, if anything for that matter, it is still useful to perform an estate plan audit on a regular basis to ensure your documents are always kept up to date. Did you have mom and […]