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Written by Robert T. Nickerson The largest transfer of wealth between generations in history is happening right now, and many families are not ready for it. According to Michael Pelzar, head of investments at Bank of America Private Bank, this lack of preparation could lead to significant challenges down the road. What Is the Great…
Written by Robert Nickerson With the many parents I meet with, I get asked a lot about their special needs child and their financial situation. They want to be able to provide funds without it risking their eligibility for disability (state or federal) or Medicaid. This also applies if their child (or any loved one…
Being named trustee for a family member is a big responsibility. You’ll be handling tasks like managing money, making decisions for the benefit of your loved one, and keeping track of how the trust funds are used. If you’re new to this role, there’s a lot to learn about your duties, the rules around trusts,…
One common question we hear when discussing probate litigation is, “How can I ensure my family doesn’t fight over my property after I’m gone?” The truth is, it’s challenging to guarantee complete harmony. However, careful planning can help minimize conflicts. Imagine you’re a fantastic estate planner, creating strong legal documents that make it clear who…
Legislation soon to be introduced by United States Representative Seth Magaziner (Rhode Island), Domenic and Ed’s Law, would change Section 437(d) of the Higher Education Act to clarify that parents who took out student loans for their child can get those loans forgiven if their child becomes totally and permanently disabled. Under current law, the…
The 1970s were a golden era for variety shows, a TV genre that combined music, comedy, and celebrity guests into weekly entertainment. One of the most beloved was The Sonny & Cher Comedy Hour, starring the dynamic duo Sonny Bono and Cher. Sonny (Salvatore Bono) and Cher (Cherilyn Sarkisian) met in 1962, quickly forming a…
Join us for a summer full of music, art, and nature! We’re thrilled to be co-presenting the Santa Rosa Plateau Art Show as part of the “Live! @ the Plateau” 2024 Summer Concerts and Art Show series! Opening Night: June 29Time: 5:00 PM – 8:00 PMLocation: Santa Rosa Plateau Ecological Reserve, 39400 Clinton Keith Rd., Murrieta, CA…
Alright, friends, let’s dive into something we might not love thinking about, but hey, it’s super important: what happens to all your digital goodies when you kick the bucket? Yep, I’m talking about those precious photos, witty notes, top-secret documents, and all those must-have files, contacts, and calendar events stashed on your phone. Chances are,…
Howard Hughes was a man of many talents and even more wealth. As an aviator, filmmaker, and business tycoon, he amassed a fortune that was the envy of many. Yet, when he passed away on April 5, 1976, he left behind a legacy tarnished by legal battles and confusion. The reason? Hughes died without a…
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…
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