Aretha Franklin’s “Holographic” Will Shows the Need for Having an Official Will and Estate Plan

Archive for 'Estate Planning'

By Ken Bloom, J.D., LLM Although it was originally thought that Aretha Franklin did not have a will when she died, recent news reports of the finding of three handwritten documents in her home appear to have indicated she did have a plan for her assets. A holographic will is a handwritten will signed and […]

By Ken Bloom, J.D., LLM One of the biggest issues facing senior citizens these days is the increase in financial fraud and scams that can cause them to lose part or their entire retirement portfolio. And when they are the victims of a fraud seniors are too embarrassed to do anything about it – it […]

So You’re Having a Baby?

By Jonathan Goldberg, J.D., CPA Bloom, Bloom & Associates So you found out you are having a baby. The first things that run through your mind are the cost of baby food, diapers, college education and for the first few months of your new baby’s life, the amount of time of lost sleep. However, having […]

By Rick Bloom, J.D., CPA Bloom Asset Management Last week at a talk I gave I was approached by a couple who wanted to know my thoughts on reverse mortgages. They wanted to know if they were gimmicky or something that they should consider. My answer was that I did not think reverse mortgages were […]

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