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Frank R. Campbell
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Single with a net worth less than $11.4 million in 2019? You’re in luck—you can die knowing that all of your money will pass free of any federal estate tax to your heirs. It was good news for the wealthy—the Tax Cuts and Jobs Act (TCJA) amped up the unified... Continue reading
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Their lives were devoted to family and public service, and to each other. The passing of George H.W. Bush and his wife gave many Americans pause to consider their leadership and their devotion. Few were surprised when George H.W. Bush passed less than eight months after Barbara’s death. Their deep... Continue reading
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The swiftness of fires and floods in the news in recent months, even in places that have never experienced dramatic disasters, puts a spotlight on the need for preparedness. That includes your estate plan. The evening news presents enough reminders about the need to plan for disasters. However, many people... Continue reading
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Skeptics like to say they don’t care what happens after they’re gone. However, when presented with the problems that happen without a will or estate plan—excessive costs, family estrangement, taxes—their hearts soften just enough to admit that they too need an estate plan. A recent article from The Street, “3... Continue reading
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If you live far from your hometown, you may be used to seeing large changes in aging parents from year to year. However, if you are involved in their day to day life, you may not notice the changes or they may seem to come and go. When you are... Continue reading
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Join us on February 6, 2019 for a discussion on caring for aging parents and preserving family relationships Among the most difficult issues facing our clients and their families is caring for parents as they age. This can be an extremely stressful time for even the best families. We have... Continue reading
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It’s a stinging feeling. To be left out of a will feels like a rebuke from beyond the grave. You’ll need to set aside your emotions and consider your options, which may be limited. Contested wills are not an easy battle. There are time limits to taking action. An estate... Continue reading
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The co-founder of Microsoft serves as an excellent example of advance planning, maintaining privacy and creating a legacy. Through a trust established years ago and several companies, Paul Allen began building his legacy of philanthropy long before his death. His last will and testament was a simple six-page document, according... Continue reading
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It’s going to take more than a super hero to unravel the mess that Stan Lee left behind. The passing of Stan Lee, famed Marvel Comics publisher and chairman, was sad for his legions of fans. For his 68-year-old daughter J.C., there’s grief and a challenging estate to be settled.... Continue reading
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Trusts serve a variety of functions in estate planning, and they aren’t just for wealthy people. Trusts can be simple or they can be complex, depending on what type of trust is being considered and how they are structured. Trusts should be set up by an estate planning attorney, who... Continue reading
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Most of those who will be eligible in 2019 are over age 50 and would otherwise have no healthcare. Ballot measures in three states—Idaho, Nebraska, and Utah—will extend the federal- and state-funded healthcare program to allow access to approximately three hundred thousand low-income Americans. AARP’s recent article, “Medicaid to Expand... Continue reading
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If you’re a business owner who loves what you do, you consider your business to be one of your biggest achievements after your family and enjoy the challenges it presents. As for retiring, why should you? Some business owners are reluctant to even consider selling the business or retiring. They... Continue reading
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We may never know how one of the founders of Microsoft structured his estate plan. His finances were addressed wisely, and his legacy will likely continue for many years, if not many generations. Paul Allen left Microsoft back in the 1980s, when he had to fight a mild form of... Continue reading
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Here’s a complex area that people tend to ignore, until it’s too late to do anything about it. Better solution: speak with an estate planning attorney while changes can still be made. Even if you are not one of the top wealthiest people in the world, you still may find... Continue reading
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A bundle of recordings that the hip-hop icon made and never released, have now been returned to his estate following a five-year legal battle. In 2013, Tupac’s estate filed a lawsuit that accused the Entertainment One company of keeping a strong grip on his unheard master tracks, and at the... Continue reading
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If the trust is not accomplishing its original purpose, you may need to make a change. That’s sometimes a result of situations changing, while at other times because they were not set up correctly. If your estate planning attorney and accountant have two very strongly diverging opinions about your trusts,... Continue reading
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The roles are reversed when parents age. You can’t count on them to take the lead in having discussions about money, health, aging and other concerns that come in the later years. When you were a kid, your parents were in charge. Now your parents are older, and you must... Continue reading
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“The man who took care of Robert Indiana in the last years of his life, told a probate court hearing Wednesday that he was paid roughly $250,000 a year to tend to the aging artist, whose estate and legacy are now the subject of acrimony and lawsuits.” Under questioning by... Continue reading
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Most people who work for a living dream of retirement. However, for many workers, the idea of retirement comes with its own worries. Will there be enough money? Will I be healthy enough to enjoy it? Money and health are the two biggest worries about retirement. There are other unknowns:... Continue reading
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“Solo agers face unique challenges, as their needs begin to change.” Did you know that a study from the Pew Research Center says about 20% of the 75 million baby boomers don’t have children—a figure that’s double what it was in the 1970s and one that’s expected to keep rising.... Continue reading
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Professionals who have had clients with family members suffering from dementia have a greater understanding of the challenges these families face. However, living through the experience personally is totally different. When a loved one receives a diagnosis of dementia, as described in this deeply personal article from Financial Advisor, “The... Continue reading
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“H.4116 An Act Relative to Alzheimer’s And Related Dementias in The Commonwealth” is now law in Massachusetts, following an August 15 ceremony. A ceremonial signing took place in Massachusetts Governor Baker’s office as community members, legislators and members of the administration gathered at the Alzheimer’s Association’s Waltham office, where the... Continue reading
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The big buzz about Aretha Franklin is the gold-plated casket, the Christian Louboutin patent leather shoes and the fact that she died without a will. The Queen of Soul’s four sons have filed a document that lists themselves as “interested parties” in her estate, according to an article from cbs.com... Continue reading
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Without the security of a spouse’s income, single parents must balance their children’s needs with their own retirement savings goals. Single parents who have to say no to their children over and over again, struggle with wanting to say yes when money is tight and there’s no room in the... Continue reading
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There are a few factors that go determine whether or not a surviving spouse has to pay back a debt. Don’t do anything, until you understand the entire picture. First, let’s make this clear: you don’t want your family to remember you as the person who left your surviving spouse... Continue reading