by Christine | Oct 22, 2015 | Probate, Wills |
Probate records are part of the public record and can be seen by anyone. But judges do have the ability to seal probate records if they deem it necessary or appropriate. One case in Oklahoma shows how unusual it is for this to happen. Those who wish to keep their...
by Christine | Oct 20, 2015 | Probate |
What happens when someone renting an apartment or a home passes away? While the distribution of assets does not include rental property, the estate includes a liability – the lease that secured the apartment for its occupant An elderly woman wrote to The New...
by Christine | Jul 17, 2015 | Estate Planning, Estates, Inheritance, Probate, Trusts, Wills |
A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla., died March 22 at 103 years of age. “I might as well give it back to the College,” she told her attorney Michael A. Rider, during her...
by Christine | Jul 8, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Probate, Trusts, Wills |
In some parts of the U.S., like West Virginia, if you die without a will, your estate is first distributed according to your marital status and children, including those of previous marriages. However, if you have no spouse or children, you may want to pull out your...
by Christine | Jun 15, 2015 | Asset Protection, Estate Planning, Estates, Living Trust, Probate, Tax Planning, Trusts, Wills |
Financial planner Joe Pitzl, 34, says Millennials like himself have a different way of absorbing information than their parents and grandparents, and as a result planners in that age group take a more collaborative approach. As reported in a recent USA Today article,...
by Christine | Jun 9, 2015 | Estate Planning, Estate Tax, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Although some couples remain unmarried to protect their estates, that strategy backfires if you end up paying estate taxes. If you choose not to marry, you and your partner need to educate yourselves on your estate planning and retirement options. If you’re married,...