On November 9, 2016, Lisa L. Coggins will present segments on How to File an Estate in Probate Court and How to Prepare and File the Inventory in the legal educational seminar for paralegals entitled “The Probate Process From Start to Finish,” sponsored by the Institute for Paralegal Education in Wilmington, Delaware.
David J. Ferry, Jr., Esq. Ferry Joseph, P.A. Over the last year, we have provided insights into estate and trust matters concerning various celebrities and wealthy families on this blog. As a courtesy to those interested in seeing where things stand presently with these individuals, we are now offering updates on Tom Benson, Sumner Redstone, and Prince Rogers Nelson. When we first spoke of New Orleans Saints and Pelicans owner […]
Difficulties in Transitioning Wealth to the Next Generation Lisa L. Coggins, Esq. The old adage ‘More money, more problems’ has often proven to be more than just a quaint saying, particularly for high net-worth families amidst the transitioning of wealth to the next generation. Take for instance the struggles of Shari Redstone, daughter to media magnate Sumner Redstone. A controlling interest – 80 percent – of her family’s fortune in […]
The Elderly, Consumer Debt, & Financial Abuse (August 2016) By: Michael B. Joseph, Esquire Senior citizens, those 65 years old and older are increasingly burdened by alarming levels of consumer debt. Retirement and fixed income is insufficient to sustain the monthly expenses for many older adults. Some are unable to pay ongoing regular monthly expenses, costs of health care, and make payments on mortgages, auto loans, and credit cards. […]
Estate Planning for Baby Boomers and their Families David J. Ferry, Jr., Esq. Ferry Joseph, P.A. As the first entrants of the Baby Boomer generation, those born between 1946 and 1964, hit 70-years-of-age this year, estate planning decisions have become a hot topic of discussion not only for Boomers, but for their families as well. In particular, many members of this generation have shown an increased desire to ensure that […]
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