Publications
Gratitude and Thanksgiving
I share my ideas and knowledge as a gift to my greater community and readers to learn about the importance of planning and protecting your legacy. With four generations of experience, these issues are top of mind in our family. However, we are contacted by many who are unaware of the pitfalls of letting assets go to probate court or wasting most of the assets value in an estate on legal battles. My wish this holiday season is that you give your family and yourself the peace-of-mind that comes with clear communication and sound estate planning
Estate Planning In World Of Watch Collecting
Collectors can more effectively navigate the complexities of integrating watches into their estate planning strategies and appreciating he intricate balance between the financial and emotional value of watch collecting and its impact on estate planning. Watches hold significant financial and sentimental value and may prove to be strong investments in the coming years. Understanding their role in an estate is crucial.
Planning For Estates That Contain Firearms
Estate planning involving firearms requires careful consideration and adherence to legal requirements. By understanding the legal issues, choosing the right executor or trustee, considering a gun trust, keeping accurate records, and exploring buyback programs, you can ensure that the transfer of firearms in your estate plan is done legally and safely. Consulting with an attorney experienced in firearms and estate planning can provide valuable guidance throughout the process.
The Art Of Managing A Collection
Management of artwork and other collectibles can be simplified by aggregating assets based on: 1.) the role that the owner plays for income tax purposes; 2.) the owner’s goals in life and at death. To manage collections effectively, we need perceptive market analysis with the ability to sort significant trends from fads, we need detailed expertise with income and estate taxes peculiar to tangible assets, and last but not least, we need to be sensitive to the feelings and emotions peculiar to the collector and heirs.