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Turning Yourself into a Diamond
February 10th, 2015
Everyone knows that estate plans are primarily about your assets or your minor children, if you have any. Recently, however, some companies are asking people to make unusual decisions about what will happen to their remains as part of their estate pl…
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Did a New York Woman Scam Her Own Daughter’s Inheritance?
February 9th, 2015
Sometimes people think that it takes a lot of wealth for problems to arise within families over estates. However, what is a lot for any particular family is relative. People who do not have much wealth will fight over far less money than those who do…
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Revoking an Irrevocable Trust
February 6th, 2015
By the basic meaning of its title, it would seem that an irrevocable trust cannot be revoked. However, in Louisiana, a battle is waging over whether or not that is always true. Tom Benson is believed to control the largest fortune in the state…
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Categories: Aging Issues, Blended Families, Elder Law, Estate Planning, Long Term Care, Medicaid, Probate, Trust Funding
When DIY Estate Planning Goes Wrong
February 5th, 2015
People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney. Hav…
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Categories: Aging Issues, Elder Law, Estate Planning, Long Term Care, Power of Attorney, Probate, Will
Answers to Questions about Medicare and Medicaid
February 4th, 2015
One adult son talks about his mother-in-law's well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn't accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she wi…
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Getting Access to Digital Data
February 3rd, 2015
When a loved one passes away it is extremely difficult to get access to any digital data they may have, including what might be stored on their cell phones. This is the case even when getting access to the data might help explain how the loved…
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Veteran Leaves Gifts to Long Term Care Facility Employees in Will, Employees Lose Jobs
January 21st, 2015
An attorney testified Wednesday that he found no rules in the Oklahoma Veteran Department’s handbook to prevent seven workers from accepting bequests from the estate of a resident at the Norman Veterans Center. The longtime employees were fired in…
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Don’t Forget to Plan for Your Pets
August 18th, 2014
Why do otherwise doting pet parents fail to make such plans? Most people assume they’ll outlive their pets, says Barry Seltzer, a Toronto-based estate lawyer and co-author of Fat Cats & Lucky Dogs: How to Leave (Some of) Your Estate to Your Pet…
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Categories: Uncategorized
Would You Give Your Employees Skin In The Game?
August 15th, 2014
In family businesses, there are two main ways stock gets diluted: it gets passed on to employees or it’s passed down through the generations. We often see the first situation occur in families when owners give out shares to non-family executi…
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Categories: Uncategorized
Where, Oh Where Will The Family Home Go?
August 14th, 2014
How do children nudge often-reluctant parents toward making sound and fiscally smart decisions about the future of the family home? The family home is more than likely the most important or valuable asset in one’s estate. So it makes sense to…
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Categories: Uncategorized
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