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.
Estate Law Blogs & News
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.
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.
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.
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.
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.
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.
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…
Control of Assets a Key Issue in Deciding on a Trust
Avoiding probate usually is the main appeal for living trusts. Trusts also can provide a gentler transition, if the grantor becomes incapacitated.
Ex-Girlfriend Could Own Your Family Home
My friend prepared his will and specified that his house would go to his girlfriend. She had contributed money to the upkeep, while they were together.
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