Her attorney filed a motion to dismiss last week, calling the sons’ May petition for “instructions” on their dad’s living trust, a misguided maneuver “premised
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Watch Out for Fake Law Firms Offering Estate Planning Advice
A fake law firm going by the name of Walsh & Padilla has been offering estate planning services, the Houston Chronicle reports. In reality, the
Consider a Family Wealth Trust for Remarriage Protection
Creating an estate plan requires that you and your attorney consider numerous uncomfortable possibilities. One of those is the fact that your spouse may someday
401(k)s and IRAs Compared
A recent wjbf.com post, “Advantages and disadvantages to a 401k and an IRA,” explains some of the possible advantages and disadvantages of a 401(k) and
Lottery Scams are on the Rise
At first, you might think your prayers have been answered. A recent woodtv.com article, “88-year-old nearly scammed by fake lottery, warns others,” tells the story
Create a Lasting Legacy in Your Community
In addition to making a meaningful gift to a charity, you can create a lasting legacy in your community, says Hawaiian Business in its recent
Easy Ways to Leave a Gift to a Charity
The Jewish News says, in its recent article, “Keeping it (charitable estate planning) simple,” that the most common way to leave money to a charity
Get the Retirement Planning Rocking in the New Year!
“Grow your nest egg faster!” Contributing to a retirement account qualifies you for tax breaks and employer contributions, both of which will grow your retirement
Student Loans Can Impact Your Future
“Millions of graduates are having problems repaying their loans because of difficulties dealing with servicing companies.” Applying for and receiving student loans for college is
Long-Term Care in Most Folks’ Future
“Nobody wants to be old … and life goes faster than you think.” With more people expected to need long-term care and nursing homes starting
Veterans Need to Get Tough on VA Benefits
“In the words of Winston Churchill: ‘Never, never, never give up.'” The VA is a gigantic system with millions of veterans enrolled. There are several
Pro Football Players Get Estate Planning Playbook
“The biggest questions they have when they retire are: What do I do next, and how do I make my money stretch after I’m not
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