Topics: Estate Planning - 32 results


Posted 2 years ago in Estate Planning by Josh Crank  
When You Can’t Trust Your Trustee

Establishing a trust fund with a family member as trustee is a common practice, but it works out best when the trustee doesn’t gamble away all the assets. Unfortunately, that’s allegedly what happened over the course of six years as 73-year-old Edna Sue Pate lost more than $93,000 of her grandson’s college trust fund at an Indiana casino. The grandson’s father became suspicious and filed suit when Pate ignored his attempts to reach her, and Pate was later arrested after …

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Posted 2 years ago in Estate Planning by Jennifer King  
Gary Coleman’s Ex-Wife Loses Fight for His Estate

Shannon Price, the ex-wife of the late actor Gary Coleman, is not entitled to any of his estate, a Utah judge ruled on Monday. Fourth District Judge James R. Taylor instead ruled in favor of Anna Gray, who worked as the actor’s business manager, served as CEO of his company, and was named the executor and primary beneficiary of Coleman’s estate in a 2005 last will and testament. Coleman met Price in 2005 and married her in 2007. The couple …

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Posted 2 years ago in Estate Planning by Larry Bodine  
Choosing a Name and a Lawyer for your Baby

It’s official: Jacob and Sophia are America’s most popular baby names. Once you’ve settled on a name for your new bundle of joy, it’s not too early to make legal preparations as your child enters the world.   Top 10 boys and girls names:   Boys: Jacob Mason William Jayden Noah Michael Ethan Alexander Aiden Daniel   Girls: Sophia Isabella Emma Olivia Ava Emily Abigail Madison Mia Chloe   Jacob has been the No. 1 boy’s name for 13 years, …

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Posted 2 years ago in Estate Planning by Jennifer King  
Organizing Your Estate-Planning Documents

Congratulations! You’ve just created your estate-planning documents. That alone sets you apart from the majority of American adults, who haven’t done any estate planning. But your last will and testament, living will and power of attorney documents are of little help if your loved ones can’t locate them in an emergency. Today, let’s talk organization.   Location, Location, Location Your first instinct may be to store your last will and testament in a safety deposit box. After all, banks have …

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Posted 2 years ago in Estate Planning by Jennifer King  
Power of Attorney Critical for LGBT Couples

If you are a gay, lesbian or unmarried heterosexual couple, have you considered what role you would play in your partner’s healthcare should they become incapacitated and unable to communicate? In critical situations, a hospital may only allow family members to visit a patient. If you and your partner aren’t married in the eyes of the law, will your access to your partner be restricted? Will doctors defer to the opinions and wishes of your partner’s parents? If you are …

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