Tags » Estate Planning

April Fools!

As we know, today is April Fool’s Day. The first recorded April Fool’s Day was in 1392, and is found in Chaucer’s Canterbury Tales, and in keeping with the tradition begun over 600 years ago here is a bit of humor: 395 more words

Estate

Trust Property for Cats Sold to Pay for Settlor's Care

What if the dead hand is still living? A recent trust case prompts the macabre metaphor. 402 more words

Legal Topics

Don’t Leave Your Fiduciaries Floundering (Part 1)

The task of a fiduciary (e.g. executor, trustee or attorney in fact), when you are no longer around or able to provide guidance, can be a difficult one. 300 more words

Los Angeles

Why People Don't Buy Annuities?

Annuities may often be the best option for retirees to optimize their income for their entire lifetime; by why don’t they buy them?  The findings of a… 143 more words

Investments

Mediation in Wills & Trust (Robin Williams Estate Example)

Robin William’s widow and some of his children have been fighting over various memorabilia in his estate.  They have agreed to Mediate this issue at this time in the hopes of reaching a peaceful conclusion. 124 more words

Alternative Dispute Resolution

Robin Williams' Estate: Dispute between Widow and Children.

The ABAJournal reported a story today: Who gets items from Robin Williams estate? Court has to decide between his widow and his children you can check that story out… 400 more words

Dispute

Social Security Survivor Benefits

How do you claim them? How much can you receive?

About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. 1,162 more words

Financial Planning