“Over the years, I have had questions or commentary from all three of my children and have often adopted their suggestions,” Warren Buffett revealed. “There is nothing wrong with having to defend my thoughts. My dad did the same with me.” Speaking in a two-hour…
Tag: trusts
This Thanksgiving, we’re raising our glasses in gratitude to our clients and colleagues. We deeply appreciate your business and referrals throughout the year. It is our privilege to serve you with experienced guidance and counsel for all your estate planning needs. This season of gratitude…
Legal chaos over Jimmy Buffett’s estate is a cautionary tale about the importance of proper planning and communication. It’s 5 O’Clock Somewhere Summer is in full swing, with the unofficial soundtrack of the season being Jimmy Buffett’s breezy, beachy vibes. His music evokes island escapism…
Cryptocurrency is an innovative and unique asset class. As such, it has become a key part of the global financial landscape and an important consideration in estate planning. It is critical to update estate planning documents to include cryptocurrency provisions, and The Law Offices of Max…
If you have an estate, dying without a will is a recipe for disaster. New probate filings in the U.K. confirm that One Direction’s Liam Payne died without a legally valid will, and as a result, the laws of intestacy in England determines how his estate…
Securing the successful future of a loved one with a disability or medical condition requires expert guidance and personalized planning. Parents and caregivers of special needs individuals should consider financial and legal planning to preserve quality of life for their loved ones. An effective estate plan…
The criminal case of Lyle and Erik Menendez has long captivated the nation with renewed interest following the release of the Netflix series, “Monsters: The Lyle and Erik Menendez Story,” co-created by Ryan Murphy and Ian Brennan. Lyle and Erik Menendez’s opportunity for freedom remains in…
Media mogul Rupert Murdoch is making news with an effort to change an irrevocable trust. The 93-year-old Murdoch has been trying to alter a trust to ensure his oldest son, Lachlan, stays in charge of his media properties. Trusts are private documents that don’t get filed in…
Despite their wealth, about one-third of high-net-worth families have not taken the basic steps to develop an estate plan. People with investable assets of $1 million or more often do not have an estate plan. The consequences of such inaction can be significant and dire. …
June 12, 2024 marked 30 years since Nicole Brown Simpson and Ron Goldman were murdered in Brentwood, California. Simpson was accused and acquitted in a criminal trial but found legally responsible in a civil lawsuit. A $33.5 million civil wrongful death judgment was obtained in 1997 against Simpson and, with interest,…