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Including Your Four Legged Friends In Your Estate Plan

Business Insider:  “Henry loves fetching his tennis ball and playing tug with his stuffed animals. About 6 years old, the Shih Tzu mix likely has many good years left.

In a way, that worries his owner.

Fern Edson adopted Henry from the PAWS Chicago animal shelter almost four years [...]

Estate Planning For Pets Is An Option For Everybody

Yuma Sun:  “When people think of someone setting up a trust for their pet, they might imagine Leona Helmsley’s pet Maltese named Trouble drinking Perrier from a crystal bowl in a lavish Manhattan penthouse. While Helmsley left $12 million to her pet dog, this was not her only bizarre moment. The “Queen of [...]

Not Your Typical Beneficiary

Examiner.com: Within the financial planning world, a key planning goal is to ensure that one’s client does not outlive the assets available to provide for their daily nourishment, shelter, and care. Consequently, I have always visualized retirement and estate plans that focus upon aging women and men.

Needless to say, I was caught by surprise [...]

Planning Your Pet’s Trust

Investopedia.com:  Pets have become an increasingly important part of modern life. Many pet owners view their animal companions as members of the family and treat them as such, but it has only been in the last 15 years where pets were given a legal upgraded status. It was 1993 when the National Conference [...]

Complications With Estate Planning For Pets

Futurity:  Leaving Fido all your worldly goods may sound like a good way to treat man’s best friend, but what happens to the inheritance after a pet dies is a matter of debate.

The issue has been in the news recently. British fashion designer Alexander McQueen, who died in February, left [...]

Designer Alexander McQueen Left Substanial Funds To His Dogs

Estate of Denial: Some of Alexander McQueen’s relatives may have a bone to pick with him over his will — he left them as much as he left his dogs.

The late, great, far-out fashion designer bequeathed nearly $82,000 to each of his three beloved English bull terriers, Juice, Minter and Callum, [...]