Business Owners Fail to Create Estate Plans
by David Purcell (Purcell & Amen, L.L.C.)If you are a business owner, or have a substantial interest in a business, take note. Amazingly, the majorities of business owners apparently continue to underestimate the importance of creating a comprehensive succession plan for the business and/or include their business interests in their personal estate plan.
The Family Vacation Home—How to Handle It in Your Estate Plan
by David Purcell (Purcell & Amen, L.L.C.)Many families are fortunate enough to be able to enjoy a family vacation home. Whether you have a cabin in the woods, a chalet near the slopes, or a condo at the beach
Valuing an Estate—Date of Death Values
by David Purcell (Purcell & Amen, L.L.C.)If you are the executor or personal representative of someone’s estate then one of the first duties you will perform is to obtain date of death values for all assets of the estate.
Honoring Your Last Wishes – Are You Sure Your Family Will Do So?
by David Purcell (Purcell & Amen, L.L.C.)When it comes to honoring your last wishes regarding your funeral and burial, are you sure that your family will do so? What if you want to be buried in an Elvis costume?
Choosing Your Trustee—Should I Use Co-Trustees?
by David Purcell (Purcell & Amen, L.L.C.)After your Last Will and Testament, a trust is one of the most common additions to an estate plan.
How to Pass Down A Large Inheritance and Not End Up With a Spoiled Beneficiary
by David Purcell (Purcell & Amen, L.L.C.)Knowing that you are in a position to leave behind enough money to provide for your loved ones when you die is a wonderful feeling
Are You Responsible for Your Parent’s Care?
by David Purcell (Purcell & Amen, L.L.C.)In some sense, most of us feel emotionally or culturally responsible for taking care of our aging parents in both a physical and financial sense
Are You At Risk for Becoming One of the Sandwich Generation?
by David Purcell (Purcell & Amen, L.L.C.)The sandwich generation is a relatively new term that applies to anyone who is at risk of being “sandwiched” between aging parents and young adult children.

