Anne Bjerken

Anne Bjerken

Gray Plant Mooty

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Cutting Your Kids Out of $300MM: That Stings a Little

Legendary rock artist Sting recently acknowledged that his fortune of approximately $300MM will not be passing to his six children. In a recent interview with the U.K.’s Daily Mail, Sting said that he told his children not...more

7/11/2014 - Beneficiaries Charitable Donations Sting

The Battle Over Casey Kasem’s Medical Care: Lessons in Incapacity Planning

Last month I mentioned that every person should have a basic estate plan, including a medical directive. This directive is not only necessary for the elderly, but also for anyone who could find themselves incapacitated...more

6/17/2014 - Elder Issues Estate Planning Power of Attorney

Singles and Couples Without Children Need Estate Plans More Than Ever

Clients often come to me for their first estate plan because they have recently had a child. Many clients think that estate planning is unnecessary unless they have won the lottery or have had a child. Not true. If I...more

4/24/2014 - Estate Planning

Phillip Seymour Hoffman’s Last Wishes—I Want My Son to be Raised as a New Yorker

Phillip Seymour Hoffman’s life tragically ended far too soon for movie fans, and I’m sure for his three children as well. His will left his reported $35.0 million fortune to his long-time girlfriend, and if she did not...more

3/19/2014 - Trusts

Using a Charitable Trust to Offset Capital Gains

We are approaching the extended income tax deadline for 2012 and it reminded me (as if anyone could forget) that 2013 carries significantly higher income tax rates for a lot of folks. We have the Medicare surcharge, and most...more

9/16/2013 - Capital Gains Charitable Trusts Medicare Tax Planning Trusts

Lessons from Tony Soprano’s Estate Plan

James Gandolfini, a/k/a Tony Soprano, died unexpectedly at the age of 51. Not that we should all take money management lessons from a TV mobster, nor should we take guidance on estate planning from him, but the death of a...more

8/20/2013 - Estate Planning Estate Tax Wills

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