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Can I Disinherit Anyone I Want?
Understanding Disinheritance and Its Implications “So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or …
What Happens if Power of Attorney Documents Are Rejected?
Challenges with Power of Attorney Documents “The possibility that a power of attorney might be rejected may be one reason not to simply pull a …
When Social Security Makes the Most Sense
Determining the Right Time to Claim Social Security Benefits “When should you sign up for Social Security? It is a good question. Many seniors grapple …
There Is a Difference Between Probate and Trust Administration
Understanding the Key Differences Between Probate and Trust Administration “Probate and trust administration are not the same. There are important differences and similarities between administering …
Social Security and Medicare and the Impact on Retiree Taxes
Navigating the Complexities of Retiree Taxes “Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the …
Baseball Champion Sues Daughter-in-Law, Denies Having Dementia
Baseball Legend Orlando Cepeda Files Lawsuit Against Daughter-in-Law “Orlando Cepeda wants to know where his money went. He also wants to learn what happened to …
Preparing Children for Inheritances in the Future
Laying the Foundation for Inheritance Success “By discussing finances with your children early and often, you can set them—and future generations—up for success, when it’s …
Estate Planning Is a Gift and a Legacy for Loved Ones
Importance of End-Of-Life Planning “Talking about death makes most of us uncomfortable, so we don’t plan for it. That’s a big mistake, because if you …
Possible Pitfalls for Special Needs Planning for Parents
Understanding Public Benefits for Disabled Individuals “Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with …
Appeals Court Rules in Will Dispute Between Ex-wife and Brother
Indiana Court of Appeals Case Highlights Importance of Updated Wills “Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. …