Blog
The financial abuse of the elderly is an unpleasant and unfair situation and the investment industry may be in the best position to recognize it. Proposed regulations and laws are being considered to strengthen the industry’s ability to report it. An investment company is in the unique position of often knowing a client’s investing position, […]
Downloading online legal forms brings a risk as well as being popular, easy and cheap. There is a boom today in the ease of downloading online legal forms with expenses as low as $100 or less for some key forms such as wills and powers of attorney but there are also some hidden dangers that […]
Debts, as well as assets, are often left behind when you pass away and it is important to know that all debts are not treated equally. The payment of debts can sometimes be avoided while you are alive through actions such as bankruptcy – but when you pass away, they are often treated differently. Quicken […]
Siblings often argue and sometimes there is nothing that can be done to stop them. But you can take steps to limit the drama after your passing with an estate plan. The death of a parent may lead to siblings bringing up old quarrels and differences. Old grievances, differing points of view or insights the […]
A donation to the nation can sometimes avoid inheritance taxes in the United Kingdom. The United Kingdom has a law that benefits the nation as well as the estates of famous artists with donations that allows the estate to avoid an inheritance tax. Lucian Freud’s estate is the latest to take advantage of this law […]
The battle over the estate of Dorothy Whelan has come to a close with a high court ruling. The estate of Dorothy Whelan has received considerable press in the U.K. by estate planning blogs and news site. It has now come to a conclusion through a high court ruling upholding an earlier will. Here are […]
A Texas case ends up in criminal charges when a will to probate is rejected by the court. Eight days before wealthy Dallas business woman Mary Ellen Bendtsen passed away in 2005, a will was executed that left her entire estate to two antique dealers. One of the dealers submitted the will to probate the […]
What was once a common assignment for students to reflect on their own lives and dreams by writing their own obituary has now become available through the Internet for preservation and to reach a larger audience. The short obituaries once reserved in the publishing world for newspapers, focused on birth date, relatives, work, date of […]
Many parents and grandparents with 529 savings plans aimed at helping with college expenses may not be getting the full benefit from them. As college tuition continues its steady rise the issue of growing college tuition and student loan debt has become a key issue at home and in politics as well as the 2016 […]
The Affordable Care Act or “Obamacare” has had an impact on the taxes of investment income but estate planning techniques can reduce it. The intention of the Affordable Care Act was to increase the number of recipients of health insurance without increasing costs. While the accomplishments of the Act are often debated it appears the […]
