Tag Archives: Wealth Management

Caveat Emptor

Posted on December 31, 2015 by Roger Billings

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 →






Posted in Retirement | Tagged , | Comments Off on Caveat Emptor

The Trials of Inheriting a Fortune – Whitney Houston’s Heirs

Posted on April 9, 2014 by Roger Billings

The inheritance of Whitney Houston’s daughter, Bobbi Kristina Brown, is stirring up family controversy. This from the Trials and Heirs blog: Although you should take tabloid reports with a grain of skepticism,  there can be no question that Bobbi Kristina’s marriage … Continue reading →






Posted in Celebrity Probates, Probate, Wills | Tagged , , | Comments Off on The Trials of Inheriting a Fortune – Whitney Houston’s Heirs

Dick Clark Left a Fortune

Posted on April 19, 2012 by Roger Billings

Sound business decisions  made it possible for Dick Clark to amass a huge fortune. Did he also leave a sound estate plan? Will there also be a huge estate tax bill? We’ll keep you posted. Meanwhile, here is some more info … Continue reading →






Posted in Celebrity Probates, Estate Planning, Wills | Tagged , , , | Comments Off on Dick Clark Left a Fortune

Suggestions on Giving Responsibly in Tough Times

Posted on November 29, 2010 by Roger Billings

The holidays are traditionally a season of charitable giving, and, despite the economic tough times, that does not appear to have changed.  The Red Cross published a survey showing that 57% of Americans still plan to give between this Thanksgiving … Continue reading →






Posted in Charitable Giving, Estate Planning | Tagged , , , | Comments Off on Suggestions on Giving Responsibly in Tough Times