Battle Over Presley Estate Reveals Problems
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
What are the Advantages of Putting Your Home in a Trust?
If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.
What Should Seniors Know before Remarrying?
As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.
What are RMD Rules for 2023?
The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.
Top Benefits of Estate Planning
Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.
Estate, Gift, and GST Exemptions for 2023
The Internal Revenue Services has announced the inflation-adjusted figures for estate, gift and generation-skipping transfer (‘GST’) tax exemptions for 2023.
How Does Guardianship Work?
If you haven’t had any experience with guardianship for adults with dementia, it’s likely you don’t understand just how complex it is. You are not alone.
Can a Revocable Trust Protect Assets from Creditors?
With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.
Busting Some Estate Planning Myths
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.
Planning With a Dementia Diagnosis
Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.