by Christine | Aug 24, 2015 | Disinheritance, Estate Planning, Will Contest |
On September 25, a settlement conference in the battle between the widow of baseball legend Ernie Banks and his longtime caretaker will be held in an attempt to resolve divvying up his estate. This will be the first time that Elizabeth Banks and the caretaker, Regina...
by Christine | Aug 21, 2015 | Disinheritance, Estate Planning |
In most cases, as long as basic principles are followed, a person is entitled by law to leave whatever he or she wishes to their heirs. There are no requirements to leave assets to adult children, but a recent ruling in a London Court of Appeals may change this. When...
by Christine | Aug 20, 2015 | Estate Plan, Estate Planning, Wills |
The classic story of a vulnerable wealthy elderly person being influenced by a caretaker who seeks to enrich him or herself has been updated in a dispute between a disinherited brother and psychiatrist/girlfriend of a Texas woman who is alleged to have been...
by Christine | Aug 19, 2015 | Beneficiary Designation, Estate Planning, Retirement Planning |
For many Americans, the majority of non-real estate assets are their retirement accounts and life insurance policies. However, a large number of people forget to update their designated beneficiaries, which can lead to key assets going to unintended beneficiaries. An...
by Christine | Aug 18, 2015 | Estate Planning |
Most of us never look twice at the fine print of the frequent flier rewards program’s terms and conditions. The type is so small and there’s so much of it … but if you did, you’d probably see language stating that any accumulated points are not transferrable on death....
