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Category: Estate Planning

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How to Manage a Will and Trust

By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.

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Does Estate of Ed Masry -‘Erin Brockovich’ Owe Money?

The financial problems of Tom Girardi and his law firm, Girardi Keese, continue to multiply, with the latest claim coming from the estate of Ed Masry, the attorney who worked with Girardi on the environmental contamination case made famous by the 2000 film “Erin Brockovich.”

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What are the Scariest Statistics for Retirement?

There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.

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Missouri Estate Planning

Planning Future for Non-traditional Families

Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the decisions at the Supreme Court, or the impact on the state family courts, there are many ways that non-traditional families can maintain control.

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Table Rock Lake Home

Estate Battle with Millions at Stake in New Orleans

The widow of car-dealership magnate Ray Brandt filed court papers to evict her family from their Old Metairie compound on Tuesday, the latest escalation of a bitter family battle over control of the massive estate that Brandt left behind when he died in late 2019.

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Should I Worry about Medicaid Estate Recovery?

Medicare is designed to help pay for healthcare costs for seniors once they turn 65. While it covers a number of healthcare expenses, it doesn’t apply to costs associated with long-term care in a nursing home.

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Planning when married

Can Unmarried Couples have an Estate Plan?

The couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

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Estate Planning Lawyer

Divorce, Death and Details: Missteps can Create Estate Planning Disasters

After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.

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Estate Planning Questions

Should You Gift Stocks as Part of Your Estate Plan?

Gifting stock to family members may lack the pizzazz of leaving a luxury car adorned with a bow in the driveway, but it’s a gift that can add value to their lives long after most other gifts have been forgotten.

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Blended Family

Every Adult Needs a Will and a Power of Attorney

A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…

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