Financial Smarts Peak at 50, Here’s How to Protect Your Older Self.
Read More »What’s Your Money Mindset?
According to a Bankrate.com poll, 36% of Americans of all ages have not begun saving for retirement—including a rather shocking 25%+ of the 50-64 year-olds surveyed. Of course there are many uncontrollable reasons why people are financially unprepared—losing their job to the recession, an obsolete skill set, disability or runaway medical expenses.
Read More »Planning to Pass on the Family Business
If you own a family business, then planning what will happen to that business after you pass away is an important part of planning for your estate. Fortunately, with careful planning it does not have to be a difficult process.
Read More »Martin Luther King’s Bible
Personal effects that ordinarily might be worth very little, can be extremely valuable if they have historical significance or were owned by a famous person. Estate battles over such items are not unusual as is the case with some of Martin Luther King’s personal items.
Read More »San Diego Attorney Ordered to Repay Trust
When someone radically changes her estate plan to favor someone else who was not mentioned in the original plan, charges of undue influence are common. However, proving undue influence can be difficult, which makes a recent case in San Diego interesting.
Read More »What Documents Do You Need to Find After a Loved One Dies?
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:
Read More »Battle over the Estate of Superman Publisher’s Widow
Both Superman and Batman are known for their epic battles on comic book pages. The battle over the estate of the widow of one of the co-founders of DC Comics, which publishes the comics, is shaping up to be just as epic.
Read More »Should Your Power of Attorney Spring?
One of the more important decisions when drafting a power of attorney is when the document should become effective. It can be effective immediately or it can be made to be effective only when the principal becomes disabled. The latter is known as “springing.”
Read More »Reopening Jack Kerouac’s Estate
Author Jack Kerouac’s estate has long been settled after much acrimony. However, an important letter that he received from a friend could reopen the case. Jack Kerouac is credited with inventing the free-flowing beat style of writing that was popular in the 1950s and 60s. He did not create the style on his own […]
Read More »Estate Planning and 2014: Looking Back
Every year has new developments in estate planning. 2014 was no different in this regard. Some of the changes to estate planning in 2014 are very important to know about. With 2014 just behind us, now is a good time to look back and see what changed in estate planning during the year. After […]
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