Contents
Chapter 1: Legacy of a Lifetime
Legacy Lesson #1: The Estate Planning Effect
Legacy Lesson #2: Passing the Torch without Getting Burned
Legacy Lesson #3: The Holistic Approach
Legacy Lesson #4: Dropping the Gauntlet
Chapter 2: Stripping and Being Stripped
Legacy Lesson #5: The Elective Share and Prenuptial Agreement
Legacy Lesson #6: Providing Equitably Both for a Second Spouse and Children from a Prior Marriage
Legacy Lesson #7: Disinheriting a Family Member
Chapter 3: The Astor Disaster: A Legacy of Influence and Undue Influence
Legacy Lesson #8: Monitor the Health and the Wealth of a Loved One Who Is III and Vulnerable
Legacy Lesson #9: Anatomy of a Contested Estate
Legacy Lesson #10: Influence or Undue Influence?
Legacy Lesson #11: By Gift or by Theft?
Legacy Lesson #12: Time in a Bottle—Good Days and Bad Days
Legacy Lesson #13: Protecting against Fraud
Chapter 4: The Benevolent Queen of Mean
Legacy Lesson #14: Protect the Pooch
Legacy Lesson #15: The Grim Reaper’s Silver Lining
Legacy Lesson #16: A Generation Skipped
Legacy Lesson #17: Buried, But Not Resting Peacefully
Legacy Lesson #18: The Mission Statement: A Legacy Builder or Buster
Chapter 5: A Sweet and Sour Legacy
Legacy Lesson #19: A Stitch in Time Saves Nine
Legacy Lesson #20: Respecting the Formalities of a Will Signing
Legacy Lesson #21: Clarity versus Ambiguity