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.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

Reduce the Stress of Asset Transfers?

July 15, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

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…

How Does a Will Contest Work?

June 16, 2021

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.

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.

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?

Estate of Charles Schulz Still Making Money

February 3, 2021

Is there a person on the planet who doesn’t love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz’s estate $32.5 million over the last year, two decades since his death due to cancer.

How Much Power Does an Executor Have?

November 3, 2020

There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.

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