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What Do We Tell the Children?

You have hired an experienced and knowledgeable estate planning attorney and you have discussed, planned, and implemented a trust that you feel confident in. While it is hoped that a smart planning strategy will resolve any anticipated conflicts between you and your...

Prenups: Why you need one and pitfalls to avoid!

The Big Bang Theory actress Kaley Cuoco is one of the highest paid actresses on television. She earns one million dollars per episode and has a net worth of $44 million. Before she married tennis star Ryan Sweeting in 2013, Cuoco asked him to sign a prenuptial...

Preparing for the Loss of the Family CEO: Part III

Part III:  Implementing the Family Contingency Plan In Part I, I described the problems that people face after the Family CEO dies.  In Part II, I suggested creating a family contingency plan to help prepare for the loss of the Family CEO, and concluded with an...

Preparing for the Loss of the Family CEO: Part II

Part II:  What to Do About It! In Part I of this 3 part series, I described the problems that people commonly experience after the “Family CEO” dies.  Now I want to share some ideas to help prepare for that event. After watching my dad struggle to figure out how to...