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Leaving Your Friends a Few Drinks
May 21st, 2015
Sometimes it is the littlest things that you do in your estate plan that create the most lasting memories. This might be the case in England where one man left his drinking buddies money to have drinks on him. Roger Brown of Swan…
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Business and Avoiding Probate Problems
May 14th, 2015
Small and family business owners have heard many nightmares about similar businesses that have had problems with probate. Many of the stories are true. However, with careful planning most of the problems associated with probate can be avoided.…
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Greg Plitt Died without a Will
March 13th, 2015
Celebrity estate plans are often best known for their mistakes. One recently deceased celebrity made the biggest estate planning mistake of them all. He didn't have an estate plan. Greg Plitt might not be a household name to everyone. He…
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Mr. Cub's Will Contested
February 24th, 2015
Legendary baseball player Ernie Banks, known to fans as "Mr. Cub," passed away recently. Now it appears that there are two disputes involving his passing, including a will contest. Before passing away, Ernie Banks suffered a protracted illn…
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Categories: Aging Issues, Blended Families, Elder Law, Estate Planning, Power of Attorney, Sports, Will
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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Spring Cleaning Applies to Estate Plans Too
May 8th, 2013
Consider the people who fill out forms designating who inherits assets like an insurance policy and then never go back and revise the forms when, for instance, they divorce and remarry. And then, there are the parents who have not determined who will…
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Categories: Uncategorized
Make Sure Your Will and Beneficiary Designations Coincide
February 28th, 2013
Do you love your beneficiaries enough to take the time to check up on your beneficiary forms for your retirement accounts? You want to ensure the your plans are carried out for your loved ones when you are no longer here, and your will is the powerfu…
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The Inheritance Blues – Whitney Houston Estate
November 1st, 2012
The chief risk is always that the money will impact a kids’ motivation and self-reliance. “Ideally one would set aside enough funds to allow our family members to do anything they could do, but not so much that they could do nothing.” You give…
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