Tag Archives: IRA

TV Lessons in Estate Planning: The Simpsons

by David A. Kubikian Season 2, Episode 5 Background: The Simpsons is an animated sitcom that first aired on FOX on December 17, 1989. The series, which has been on the air for the last 27 (TWENTY-SEVEN!!!) seasons, revolves around the Simpson family and their friends and neighbors in Anytown, USA a.k.a Springfield. The Family Tree: […]
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TV Lessons in Estate Planning: Happy Days

by David A. Kubikian Season 2, Episode 4 Background: Happy Days was a sitcom that first aired on ABC on January 15, 1974.  The series, which was on the air for 11 seasons, revolved around the Cunningham family in the mid-1950s through mid-1960s.  The Cunninghams lived in Milwaukee, Wisconsin and were your normal middle class family. […]
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What Immediate Actions Must Be Taken Right After Someone Dies?

When a loved one dies, family members are not only in mourning — they may be in a state of uncertainty about what to do next. While everyone is respectful to the loss of the loved one, tension can arise over who must take responsibility for arrangements and costs. Confusion often arises. In the weeks […]
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Revocable Living Trusts

One of the most popular estate planning tools is a Revocable Living Trust. The main reason for its popularity is that it allows you to pass most assets to your heirs without going through probate — a court process that is expensive, time consuming and open to public scrutiny. A living trust also provides for the management and […]
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Business Succession Planning: Don’t Make Excuses, Make Plans

by Brittiny B. Razzano Originally published in the Saratoga Business Journal. Excuse Number 1: Too Busy  As a successful business owner, you may have your hand in the day-to-day operations and management of your business.  It seems like there is never enough time to sit down and formulate a plan for your business when you […]
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TV Lessons in Estate Planning: Beverly Hills, 90210

by David A. Kubikian Season 2, Episode 3 Background: Beverly Hills, 90210 made its television debut on October 4, 1990 on Fox and had an initial run of 10 years. The teenage soap opera revolved around a group of friends attending the posh West Beverly Hills High School and then followed them through the trials […]
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TV Lessons in Estate Planning: Family Ties

by David A. Kubikian Season 2, Episode 2 Background: Family Ties is a sitcom that first aired on NBC on September 22, 1982. The series, which ended in 1989, revolves around the Keaton family living in Columbus, Ohio in basically real time (during the Reagan Administration). The Family Tree: Steven and Elyse are parents to […]
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TV Lessons in Estate Planning: Family Guy

by David A. Kubikian Season 2, Episode 1 Background: Family Guy is an animated sitcom that first aired on Fox on January 21, 1999. The series, which was cancelled in 2003 only to be revived a few years later, revolves around the Griffin family in the fictitious New England town of Quahog, a suburb of […]
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A Measured Approach to Selecting the Right Trustee

A trust is often only as good as the person selected to manage it. It may a daunting process, but selecting the right trustee and having fail-safes in place are crucial to ensuring the complexities of a trust are handled appropriately. Here are some of the pros and cons of choosing different trustees. Advantages of […]
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TV Lessons in Estate Planning: Gilligan’s Island

by David A. Kubikian Season 1, Episode 6 Background: Gilligan’s Island is a legendary TV show that had a shorter run than people think (three seasons) on network television. The show, which almost all critics hated, received a cult following during its short run in primetime and syndication. The show follows the adventures of the […]
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