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Author Archives: Roger Billings
Planning for Art Collectors
I could happily get lost in a museum. Vermeer and Van Gogh, Durer and David are favorite painters. Greek sculpture and Gothic architecture fascinate me. I love art. I can understand the desire to own a masterpiece. But valuable art creates unique estate … Continue reading
Posted in Estate Planning, Federal Estate Taxes, Gifting
Tagged Art, Art Collecting, Estate Tax, Gift Tax
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Is the Industry to Blame for Americans’ Obsessive Worrying About Finances?
Should we be worrying? Chuck Jaffe of Market Watch reports on two recent surveys of Americans that show obsessive levels of worrying about finances. The 2015 “Life + Money Survey” from GoBankingRates.com, released this month, showed that Americans think more … Continue reading
Posted in Estate Planning, Retirement
Tagged Finances, Financial Planning, Retirement, Savings
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Inside Look at Frank Gifford’s Probate Estate
On the celebrity estate front, the New York Daily News recently published details about Frank Gifford’s Last Will and Testament. Kathie Lee Gifford is to receive the bulk of the $10 million estate, but his children from a prior marriage … Continue reading
Posted in Celebrity Probates, Probate
Tagged Celebrity Estates, Frank Gifford, Kathie Lee Gifford
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Options for Funding Long Term Care
Where there is a potential that nursing home care will use up life savings, an Elder Law professional should be consulted to determine the best course of action. The following quotes from Brad Reid of the Huffington Post Blog are a … Continue reading
Posted in Elder Law, Long Term Care
Tagged California Law, Elder Law, Long Term Care
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What is a Pour-Over Will? – Estate Planning Basics
It is time to get back to basics. A Living Trust takes the place of a Will. The Trust specifies how the estate is going to be disposed and who has the responsibility for carrying out its instructions. See … Continue reading
Posted in Estate Planning, Estate Planning Basics, Living Trusts, Probate, Trust Funding, Wills
Tagged Basics, Estate Planning, Pour-Over Wills, Probate, Suspenders, Trust Funding, Wills
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A Vacation Home for the Next Generation
Feeling nostalgic about summer vacations? Me, too. One of the most tangible forms of inheritance is a vacation home. Parents often express the wish that their children not sell the cabin in the woods. This is particularly so when it … Continue reading
Posted in Estate Planning, Family Limited Partnerships, Gifting, LLCs, Real Estate
Tagged Cabin LLCs, Family Limited Partnerships, Gifting, LLCs, Vacation Homes
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The Bottom Line for Estate Plans
Lynn Balou, a financial planner in the San Francisco Bay area, published an update of important points to consider in estate planning. Her final exhortation summarizes well the purpose and effect of a good estate plan: Bottom line: Each of … Continue reading
Posted in Estate Planning, Living Trusts, Wills
Tagged avoid intestacy, Estate Planning
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