Guardian for Anne Heche’s Minor Son

October 4, 2022

The oldest son of Anne Heche has filed a petition to assume control of the late actress’s estate.

What to Not Do With Your Estate Plan

November 9, 2021

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.

Death of Prince’s Brother Impacts His Estate

October 5, 2021

John R. Nelson was Prince’s brother and oldest brother. He was born in 1944.

Some Common Estate Planning Scams

July 8, 2021

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

Do Stepchildren Inherit?

June 3, 2021

My spouse passed. I have stepchildren who want a percentage of the profits from selling our house. What are they legally entitled to with no will?

My Estate is Beneficiary of My IRA

March 30, 2021

When an estate is named beneficiary of an IRA, what is the method of distributing it to one individual in the most tax-effective way?

Am I Named in a Will? How Would I Know?

February 1, 2021

How can we see if there was a will and if it’s worth pursuing?

Do I Have to Accept an Inheritance?

October 2, 2020

No one has to accept inherited assets. Inherited assets can be disclaimed.

Still Not Inspired To Get a Will?

May 6, 2020

The COVID-19 crisis isn’t just costing Americans their freedom and jobs; it’s also forcing millions to contemplate their own mortality.

Aretha Franklin’s Executor Resigns

March 31, 2020

Aretha Franklin’s niece, Sabrina Owens, has resigned as executor of the late soul singer’s estate amid mounting family tensions, the Detroit Free Press reports.

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