Skip to content

Blog

Estate Battles Can Mean Big Legal Fees

Estate Battles Can Mean Big Legal Fees

Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink

Read More
New Federal Law Passed to Protect the Elderly

New Federal Law Passed to Protect the Elderly

Senate Bill 178, the Elder Abuse Prevention and Prosecution Act, establishes requirements for the Department of Justice (DOJ) to investigate and prosecute elder abuse crimes

Read More
New Statistics on Retirement Ages and Mortality Rates

New Statistics on Retirement Ages and Mortality Rates

Think Advisor’s recent article, “Americans Are Retiring Later, Dying Sooner and Sicker in Between,” notes that lifespans aren’t necessarily extending to offer equal time in

Read More
What’s the Best Way to Make a Gift to Family?

What’s the Best Way to Make a Gift to Family?

Questions often come up when gifting to children. What are the consequences to the giver and to the recipient? An article from nj.com, “Gift tax

Read More
Guardianship Issues Abound in the Silver State

Guardianship Issues Abound in the Silver State

A recent article in Reuters shows the problems in Nevada courts that are responsible for court-appointed guardians for the elderly. This article describes how a

Read More
When Do I Start Succession Planning for My Business? How About Yesterday?

When Do I Start Succession Planning for My Business? How About Yesterday?

As a by-product of succession planning, you get a template for running a better business. It’s beneficial to start these preparations right away. Springfield (MO)

Read More
How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?

How Do I Give My Required Minimum Distribution from a 401(K) To Charity Without Being Taxed?

Required Minimum Distributions (RMDs) are minimum amounts that a retirement plan account owner is required to withdraw each year, beginning in the year that he

Read More
Consider a Roth IRA for Estate Planning

Consider a Roth IRA for Estate Planning

There’s considerable talk about potential tax reform in Washington. It is anyone’s guess what that will look like in the end. However, taxes must be

Read More
What about a Trust? Do I Need This?

What about a Trust? Do I Need This?

A trust is a legal vehicle for managing financial assets for the benefit of you and/or someone else. The property owner (the grantor or settler)

Read More
Should I Use a Trust to Avoid Probate?

Should I Use a Trust to Avoid Probate?

Progressive states like California have led the charge in finding and implementing methods and techniques to avoid probate, reports The PV Democrat in its recent

Read More
Reverse Mortgage Rules Change Again

Reverse Mortgage Rules Change Again

The federal government is again modifying the reverse mortgage rules. These changes impact the cost of insurance and borrowing limits, which create a mixed bag

Read More
Mississippi Prisoner Sues to Keep “Step-Mother” from Getting His Father’s Estate

Mississippi Prisoner Sues to Keep “Step-Mother” from Getting His Father’s Estate

Thomas Ellis claims that Maria Jackson, also known as Maria Ellis, has no right to his father’s benefits, because she was never legally married to

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS