When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Estate Planning For Adult Children with Mental Illness or AddictionsWhen their daughter had a breakdown while attending college, there was nothing that Keisha Sacher's parents could do when she ... Estate Planning
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Well-Known Bank Pays $8 Million in Damages after Being Found Guilty of Committing Trustee FraudLearn how Wells Fargo faced an $8M fraud judgment for mismanaging a trust. Key takeaways for ensuring professional trustees act in beneficiaries' best interests
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Newly Discovered Stock Certificate Re-Opens Estate of Lawman Elliot NessBest known as a Prohibition era lawman who battled against powerful mobsters, Elliot Ness had a second career as the CEO of ... Estate Planning
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Late Art Collector Leaves $100,000 Tip, Boyfriend Contesting WillRobert Ellsworth's boyfriend contests a will leaving him $10 million, claiming his late partner lacked capacity due to dementia and alcoholism.
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Inheritance Scam with a TwistA Brooklyn woman scammed $300,000 from her friends by telling them she had inherited a boatload of cash but needed their ... Inheritance
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Estate Administration 101: Pay Applicable TaxesWhen a loved one dies, the resulting tax issues must be handled. The person to handle these issues is typically identified in ... Taxes
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How to Challenge a TrusteeSometimes it is necessary to remove a trustee. However, you can only challenge a trustee under certain circumstances. Learn more here.
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Should You Give an Inheritance Outright or Create a Trust?Inheriting in trust can mean a lot of different things, but usually comes with benefits that are not available otherwise. ... Estate Planning
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Secretly Wealthy: The Millionaire Next DoorThe woman wore frumpy house dresses, drove a beat-up old Chevy Cavalier, lived modestly in a two-family house on Washington ... Estate Planning
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New Elder Abuse Law Passed In KansasThe law is aimed at protecting people 70 and older who are victims of financial abuse. People convicted of large-scale abuse ... Elder Law
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Traditional IRA Or Roth IRA?Enlisting the help of a qualified wealth management professional to determine which type of IRA will best support a person's ... Asset Protection
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For Want Of A Beneficiary Will The IRA Be Lost?An IRA account owner or beneficiary died and there was no named beneficiary for the account. The obvious question comes, ... Elder Law
