Estate Planning and Charitable Giving: A Case Study From Dan Snyder’s Estate

Estate Planning and Charitable Giving: A Case Study From Dan Snyder’s Estate

Earlier this week, the estate that once belonged to Dan Snyder, the former owner of Washington’s NFL team, went back on the market. Surprisingly, it was listed for the same price, $34.9 million, as it had been last year when it failed to sell. Snyder and his wife initially listed the five-bedroom French chateau-style house…

Why you NEED a Regional Center to qualify for a Limited Conservatorship

Why you NEED a Regional Center to qualify for a Limited Conservatorship

Written by Robert Nickerson So, here’s a scenario I see all the time: We’ll have a family with an adult loved one with special needs come in. They talk about how they would like a Limited Conservatorship to set up because it’ll help set up financial responsibility with them or someone that can manage the…

Protecting Your Legacy: Lessons from the Allan H. Goldman Case

Protecting Your Legacy: Lessons from the Allan H. Goldman Case

Written by Robert T. Nickerson As parents, ensuring the well-being and protection of our loved ones is vital. Estate planning serves as a vital tool in safeguarding our legacy and assets for future generations. To underscore the importance of thoughtful estate planning, let’s examine the tragic case of Allan H. Goldman, a Manhattan real estate…

An SSI Benefit Gift for Christmas: 2 Checks and Bigger Payments

An SSI Benefit Gift for Christmas: 2 Checks and Bigger Payments

Written by Robert T. Nickerson 🎄✨ Joyful News for SSI Beneficiaries this Holiday Season! ✨🎄 Greetings, dear readers! We bring tidings of good cheer and valuable information for our friends receiving Supplemental Security Income (SSI) during this festive season. 🎁 Double the Delight: Two Payments this December! 🎁 ‘Tis the season of giving, and the…

Safeguarding Your Legacy: Navigating the Rise of AI-Driven Voice Scams in Estate Planning

Safeguarding Your Legacy: Navigating the Rise of AI-Driven Voice Scams in Estate Planning

Written by Robert T. Nickerson In an era dominated by technological advancements, the landscape of estate planning has encountered a new challenge—one that strikes at the heart of familial bonds. Recent times have witnessed a surge in scammers utilizing artificial intelligence (AI) to replicate the voices of loved ones, exploiting the emotional vulnerabilities of unsuspecting…

Estate Plan Differences Between Tina and Ike Turner

Estate Plan Differences Between Tina and Ike Turner

Written by Robert T. Nickerson Estate planning is a crucial aspect of managing one’s wealth and assets, ensuring the smooth transition of resources to loved ones after one’s passing. In the case of iconic musicians Tina Turner and Ike Turner, their divergent estate plans and legacies offer valuable insights into the importance of careful planning…