I gave a presentation to a 55 and older community in Cary, North Carolina this weekend. I have always said that there are different estate planning objectives at each stage in life. I don’t only say that because of my many years of experience in this area, but it is also confirmed by the types [...]
Tag Archives: poor estate planning
February 16, 2009
Thoughts About President Lincoln from an Estate Planning Perspective
When President Abraham Lincoln passed away on April 15, 1865 he left his family at the mercy of the state laws of inheritance and succession—because he died without a will. It is hard to imagine how Lincoln could have neglected this one thing; after all, he was a statesman and a lawyer. Furthermore, Lincoln is [...]