Publications

Aretha Franklin’s Estate: Why Copyrights Require Estate Planning
Copyright, Unique Assets, Tax Planning Matthew Erskine Copyright, Unique Assets, Tax Planning Matthew Erskine

Aretha Franklin’s Estate: Why Copyrights Require Estate Planning

The Aretha Franklin estate is a high-profile, and expensive, lesson in how not to manage copyrights in an estate. These copyrights should be considered assets and an integral part of the client’s estate. Such planning includes the management and distribution of copyright assets after the copyright owner passes away. Proper estate planning can ensure the protection and transfer of copyright ownership, as well as provide for the financial well-being of heirs and beneficiaries.

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Advising Investors And Collectors Of Gold
Gold, Tax Planning, Investments Matthew Erskine Gold, Tax Planning, Investments Matthew Erskine

Advising Investors And Collectors Of Gold

Investing in gold: Investors buy gold as a hedge against the rise of inflation, the fall of the stock market, or the change in the strength of the dollar. The two common ways of investing in gold is to hold gold indirectly, either through a fund that holds gold directly, for example, the Gold ETF (ticker symbol GLD); or hold stock in companies that mine and refine gold, such as Barrick Gold (ticker symbol ABX), or directly by buying bullion, either in the form of coins or bars

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Lessons To Be Learned From Failed Celebrity Estates

Lessons To Be Learned From Failed Celebrity Estates

If you have an Estate Plan in place, this is a good time to review your existing documents to make sure they still accomplish your wishes. Here are the questions you should think about:

Does your Will match your wealth transfer wishes?

Are your assets titled correctly, and have you set up the appropriate beneficiary designation forms?

Have you established and funded all necessary Trusts? …

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