Estate Planning

10 Strangest Bequests Ever

Tali Z. KlapachTali Z. Klapach

I just came across this hilarious article in Times Online (see here) about the 10 strangest bequests ever. Below is the Cliff Notes version (although the article is worth reading in full!): 10. Gene Roddenberry, creator of the Star Trek television series, appropriately had his ashes blasted into space on a satellite and distributed as …

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Disposing Your Online Assets

Tali Z. KlapachTali Z. Klapach

Have you ever wondered what you should do with your digital “remains” after you die? According to an article in the March 2010 issue of Wired (see here), there are at least three companies that “keep customers’ passwords, usernames, final messages, and so on in a virtual safe-deposit box. After you’re gone, these companies carry …

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What is a Heggstad Petition?

Tali Z. KlapachTali Z. Klapach

Probate is a court proceeding that determines the disposition of your assets upon your death. However, if during your lifetime, you transfer ownership of your assets (or, at the very least, your significant assets) out of your personal estate and into your trust, you can avoid the cost of probate. Because the trust never dies, …

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Finding A Financial Adviser

Tali Z. KlapachTali Z. Klapach

According to an article in the Wall Street Journal Online (see here), there are several key issues to consider before hiring a financial adviser. The following is a summary of the article, although I recommend reading it in full. 1. What’s in the adviser’s background? Make sure that you have looked into the adviser’s record …

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