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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Author Archives: Roger Billings
Happy New Year!
The new year is a time of pivoting, of looking two ways at once. We look back at the year 2015 that is gone. We remember and assess. At the same time we look forward to the year to come, … Continue reading
Posted in Estate Planning
Tagged Cardinals, Family, Goals, New Years Resolutions, Planning
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Caveat Emptor
As the year comes to a close, it’s a good time to be reminded that if an investment seems too good to be true, it probably is. A New York financial planner faces up to 16 years in prison for … Continue reading
Preserve the Fruits of Your Labors – Estate Planning for Farmers
Farmers spend their lives investing their money, their time and the sweat of their brow into their fields and orchards. It is a cruel but all-too-common fate that in the end, when the owner passes on, the land must be … Continue reading
Posted in Estate Planning, Federal Estate Taxes
Tagged Estate Tax, Farmers, Fruits of Labor, Inheritance, Land
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What’s It Like to Be a Financial Advisor for Professional Athletes?
The chances of any one of us becoming rich and famous are pretty slim. But did you ever wonder what it would be like to work for a celebrity, like a professional athlete? Joe McLean, managing partner of Intersect Capital, played … Continue reading
Posted in Celebrity Probates
Tagged Celebrities, Financial Planning, Professional athletes
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Best of Blog: Thanksgiving Post – How to Talk Finances with the Family
Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner … Continue reading
Posted in Best Of Blog, Estate Planning, Living Trusts
Tagged Communication, Family, Holidays, Undue Influence
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Full-time Caregivers Need Our Support: Here’s How
November is National Family Caregivers Month. From the experience of those close to me, being a full time caregiver is a consuming and exhausting responsibility. They need our support. Texas attorney Rania Combs offers some helpful suggestions for those close … Continue reading
Posted in Disability, Elder Law, Incapacity Planning
Tagged Alzheimers, Caregivers, National Family Caregivers Month
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MLK Estate: The Sentimental Power of Personal Property
Almost 50 years after his assassination, the legacy of Dr. Martin Luther King is still tied up in the courts. The three children of the civil rights leader are at odds over what to do with his copy of the … Continue reading
Posted in Celebrity Probates, Personal Property
Tagged Bible, Celebrity Probates, Martin Luther King, Mediation, Nobel Prize, Personal Property, President Jimmy Carter
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