Bill & Hillary Clinton

What You Can Learn from the Clintons’ Tax Returns What can you learn from reviewing the Bill and Hillary Clinton’s tax returns, which they released during Hillary’s run for the presidency, about how to save money on your own taxes? First and foremost, plan ahead...

Queen Latifah

Even Celebrities Like Queen Latifah Act as Caregivers for Their Aging Parents We may not think about it often, but even celebrities take care of their aging parents. Actress, singer, and songwriter Queen Latifah plays an active role in caring for her mother, Rita...

Kelly Clarkson

Kelly Clarkson Starts Blended Family: What She Needs to Consider   Starting a new family is always exciting and even a tad scary. This natural apprehension can be enhanced when a couple creates a blended family. Bringing children from different parents together...

Prince

Recent Superstar Death Brings Estate Planning to the Forefront of Discussion The untimely death of superstar Prince has brought a surprising issue to American living rooms: estate planning. If current reports are correct that Prince died without a will, state law and...

Mark Zuckerberg

Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead + What He Could Do Even Better   When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Facebook shares — currently...

Case of the Missing Will

Unintended Consequences from the Case of the Missing Will Even the best intentions can have unintended consequences when it comes to estate planning.  A case now winding its way through the New York appellate court system provides a cautionary tale when it comes to...

L’Oreal Heiress

Protecting Our Family When It Matters Most A drama currently playing out in a French courtroom demonstrates that any elderly person can fall victim to financial abuse, even the second wealthiest woman in the world. Lilliane Bettencourt, 92, is heiress to the L’Oreal...

Robin Williams

Robin Williams’ Family Fight Over Personal Property Not So Funny Robin Williams’ wife Susan has gone to court over personal items she says were taken from the couple’s Tiburon, California, home without her permission. Williams’ children say their father set up a trust...

James Brown

No One Feeling Good About Continuing Battle Over James Brown Estate James Brown was known for his signature song, “I Feel Good,” but no one is feeling good about the battle that is still being waged over his estate almost a decade after his death in 2006. The majority...

Watch “Black Heirlooms” Movie

“And the Estate Planning Oscar Goes To…” Lessons on Film About Family The film “Black Heirlooms” has not received any Oscar nominations. It was made by 32-year-old Amanda Brown, whose grandmother’s long-term illness ripped her once close-knit family apart for...

Hoffman & Walker

Life Lessons From Celebrity Deaths on Updating Your Estate Plan A new year always brings the sad reviews of notable personalities who have died in the past year. Two notable movie stars – Philip Seymour Hoffman and Paul Walker – provide a cautionary tale...

Sting

Will the Inheritance You Leave Be a Blessing or an Albatross? Rock musician Sting recently announced that his children will not inherit his estimated $300 million fortune, saying that these riches are “albatrosses around their necks.” The product of a British working...

Jerry Orbach

Law and Disorder: The Jerry Orbach Estate Battle Jerry Orbach, who starred as Detective Lennie Briscoe in the popular “Law and Order” television series, died a decade ago, but a battle is brewing over his Chase bank account, according to a recent story in the New York...

Philip Seymour Hoffman

Another Actor’s Estate Plan Screwed Up By His Lawyer Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them: Create...

Paul Walker

5 Fast & Furious Estate Planning Lessons from Paul Walker’s Estate Paul Walker, who starred in the Fast & Furious movie franchise, died tragically in a high speed car accident in Los Angeles last November at the age of 40.  His estate was opened at the end of...

Joan Rivers

Joan Rivers Has Last Laugh Through Use of a Family Trust Famous comedienne, Joan Rivers, who died unexpectedly on September 4, 2014, from what is alleged to be a botched medical procedure, made millions making us all laugh. Some of her most infamous routines centered...

Lauren Bacall

Hollywood Legend Lauren Bacall Leaves Large Estate and Two Potentially Large Headaches for Heirs Legendary Hollywood actress Lauren Bacall died on August 12, 2014, leaving behind an estate estimated at $26.6 million and three children who face a couple of potentially...

Casey Kasem

Casey Kasem’s Estate Planning Not in Anyone’s Top 40 Casey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for years, died on June 15 at the age of 82 and left behind an estimated $80 million fortune.  He also left a family feud of...

Robin Williams

Robin Williams:  A Lesson in Deeds, Not Words + One Error in Planning One of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who posted on Twitter simply:  “No words.” When someone close to us dies — especially in a...

James Gandolfini

Learn From the Expensive Mistakes & Smart Decisions Made By Actor James Gandolfini In Planning for His Estate James Gandolfini, the actor best known for his portrayal of Tony Soprano on HBO’s The Sopranos, died suddenly last month while on vacation in Italy.  His...

Ed Koch

What You Can Learn From Three-Time NYC Mayor Ed Koch’s Will About Your Estate Planning Three-time New York City Mayor Ed Koch died on Feb. 1, leaving an estate estimated between $10-$11 million.  And it’s a good thing that “Hizzoner” loved governing, because...

Downton Abbey

What We Can Learn From Downton Abbey About Estate Planning Downton Abbey – the PBS drama about the fortunes and misfortunes of an aristocratic British family in the early 20th century that has taken American audiences by storm – gets most of its gripping plot twists...