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Is a Trust Right for Me?
September 29th, 2017
Many people think of trusts as estate planning tools for the very rich, but the fact is that a trust can serve many different purposes for people at all income levels. Depending on your individual circumstances, a trust may be an essential part of yo…
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Holding a Trustee Liable
September 1st, 2016
One of the reasons that trusts are an effective estate planning tool is that the trustee is legally required to act in the best interests of the beneficiaries. However, it is increasingly difficult to hold trustees liable when they do not do so. Trus…
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Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Power of Attorney, Succession, Trust Funding, Weblogs, Will
Blended Family Financial Difficulties
August 29th, 2016
When a parent gets remarried there is likely to be tension between the new spouse and the children from previous relationships. Much of that tension can be eased by ensuring the family finances are properly handled. On television and in movies blende…
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Estate Planning Is Not Just About the Legal Documents
August 10th, 2016
It is not enough to just get a pile of legal documents that make up an estate plan. The legal documents themselves are limited if you have not considered what it really means to transfer wealth from one generation to the next and have not planned acc…
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Estate Planning in a Few Steps
July 12th, 2016
Creating an estate plan can seem like a daunting task for many people, but if you break the process down into the basic steps, it does not seem as challenging. Sometimes people do not get estate plans because they think it is too difficult, that ther…
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Probate, Succession, Trust Funding, Weblogs, Will
Estate Planning for Younger Adults
July 6th, 2016
People in their 20s and 30s might not think that they need estate plans, but they do and it is not necessarily a big hassle for them to put plans in place. A typical line of thinking for younger adults is this: because they have relatively few assets…
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Categories: Current Affairs, Estate Planning, Power of Attorney, Succession, Taxes, Trust Funding, Weblogs, Will
The Bizarre Battle Over B.B. King's Estate
June 23rd, 2016
It might have been physically impossible for the late musician B.B. King to have children, yet he claimed that he had 15 of them. Those who survive are in a strange battle over his estate. According to B.B. King's biographer, the musician was to…
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Categories: Aging Issues, Blended Families, Current Affairs, Estate Planning, Family Business, Music, Succession, Trust Funding, Weblogs, Will
Sumner Redstone Competency Challenged Again
June 10th, 2016
Only two weeks after Sumner Redstone successfully defended himself against one attempt to declare him incompetent to handle his own affairs another battle over the same issue has begun. The effort by Sumner Redstone's ex-girlfriend to have the m…
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Tom Benson Claims Daughter and Grandchildren Tried to Kill Him
June 9th, 2016
The ongoing battle between Tom Benson, his daughter and his grandchildren took an interesting turn when excerpts from a deposition were filed in federal court. In them, Benson claims the daughter and grandchildren tried to kill him. For the last year…
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Categories: Blended Families, Estate Planning, Family Business, Games, Sports, Succession, Television, Trust Funding, Weblogs, Will
Frank Zappa's Family Argues over Music and Trust
May 17th, 2016
In the first decade after the death of musician Frank Zappa his estate plan appeared to have worked smoothly. More recently, however, issues have arisen that have Zappa's children fighting between themselves. After Frank Zappa passed away in 199…
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Categories: Aging Issues, Blended Families, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Family Business, Music, Succession, Television, Weblogs, Will