When Should You Update Your Will?

February 2, 2022

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Preventing Elder Financial Abuse

January 31, 2022

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

Should You Rule From the Grave?

October 7, 2021

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

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.

Disney Grandson Loses Appeal

August 19, 2021

An appellate judge dubs probate court ‘the Unhappiest Place on Earth,’ as Disney heir Bradford Lund has lost an appeal stemming from his fight to claim his fortune.

How Can Caregivers Get Help?

August 5, 2021

40 million U-S adults take care of a loved one who is elderly or disabled.

Why Is Dr. Oz Suing Sister over Inheritance?

April 29, 2021

Mehmet Öz, a U.S. celebrity surgeon of Turkish origin better known as “Dr. Oz,” took legal action against his sister Nazlım Suna Öz, claiming she forged documents over their father’s inheritance.

What Does ‘Per Stirpes’ in a Will Mean?

April 23, 2021

Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.

How to Advocate for Elderly Parents

February 17, 2021

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.

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