Tag Archives: Estate planning

Our Weekly Tip: A Lesson Learned from MLK on Creating a Will

We take a look at the death of Dr. Martin Luther King, Jr., whose lack of a will created ongoing tension in his family.

Our Tip of the Week: We’re a big fan of O’Grady Law Group’s Estate Planning newsletter (subscribe by e-mailing john@ogradylaw.com) at SevenPonds. In anticipation of Martin Luther King Jr. Day, their most recent newsletter highlighted a little known fact of … Continue reading

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Our Weekly Tip: New Year — New Estate Plan?

Make it an annual tradition to go over your estate plan -- you may be surprised at the changes you'll make!

Our Tip of the Week: Making a good estate plan means being aware of the changes happening in your life. An estate plan is certainly subject to evolve due to those changes — but you have to make sure you’re … Continue reading

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Our Weekly Tip: Estates, Spouses and The Limits of “Tax Free”

A few things to consider about leaving a portion of your estate -- tax-free -- to a spouse

Our Tip of the Week: Everything you leave to a spouse after you die is tax-free – which, naturally, means a big tax break. But your children may end up paying the price, what with your foregoing the ability to … Continue reading

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Our Weekly Tip: Estate Planning During the Holidays

What better time to talk about something that concerns the whole famiy: death and estate planning

Our Tip of the Week: San Francisco’s O’Grady Law Group raised a pretty good question this month: Why not bring up the topics of death and estate planning during the holiday season? It is, after all, the one time of … Continue reading

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Weekly Tip—Settling Foreign Property after Death

Understand the laws that could alter the intentions you have for a foreign property after death

When we think about end-of-life plans – settling an estate, finding an estate lawyer – we think of our home base. But what about the individuals who have the burden of estate planning for a foreign property? What will become of their … Continue reading

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Weekly Tip: Negotiation for After Death Plans

What does it cost you to make sure your post-death plan fees aren't too high? Only a bit of gall and negotian motivation

Weekly Tip: Planning for Death and Negotiating Your Estate Fees It can be hard to speak up for yourself when creating your post-death plans. But, in sharing her estate planning experience, a woman named Jody Roth explains why one of your … Continue reading

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