by Christine | Aug 4, 2014 | Estate Plan, Probate, Wills |
If Lou Reed had used a revocable living trust, and transferred his assets into the trust during his life, then all of this information would have been kept private. No one would know how much he had, whom he left it to, or how much his executors were charging....
by Christine | Jul 31, 2014 | Estate Plan, Estate Planning |
After graduating from college, and even law school, the thought of drafting your estate plan probably did not make the top twenty on your "to-do" list, and why should it? The only thing most young professionals have when they first start out is debt....
by Christine | Jul 30, 2014 | Estate Plan, Estate Planning, Will Contest, Wills |
Three years and two trials later, the will remains the subject of a fierce probate fight in Sacramento Superior Court. Lawyers for the stepson and O’Brien’s brother have challenged the will as a fraud. They contend O’Brien didn’t have the mental capacity...
by Christine | Jul 28, 2014 | Estate Plan, Estate Planning |
"Many have not taken adequate steps to review and update these plans since the moment they were signed. Meanwhile, major life events such as marriage, the birth of a child or the launch of a business may have occurred." Estate plans are not a one-shot deal....
by Christine | Jul 10, 2014 | Charity, Estate Plan, Heirs, Wealth Transfer |
Is inherited wealth making a comeback? Is leaving an inheritance a good or bad idea? Well, it all depends on who you ask. For example, a recently published book by French economist Thomas Piketty, “Capital in the Twenty-First Century,” argues that estates are getting...
by Christine | Jul 9, 2014 | Estate Plan, Estate Planning, Taxes |
From checking Unclaimed Property to setting up automatic bill payments, here are some simple tips each of us can use to keep our finances organized this year. Although you may not live in Missouri and it may not be "spring cleaning" season, Missouri State...
