human miniature standing over piled coins

You already may have resolved to create and monitor your business plan and develop a succession plan for your business. The first part of the resolution is fairly easy to achieve.  After all, everyone with a business needs a business plan.  But few of us really consider what would happen to our business – and our […]

Senior woman contemplating

According to the new survey, the most common types of financial loss reported: funds disappearing from accounts (reported by 33%); unauthorized purchase of products or services (reported by 23%). Are you or anyone you know a victim of elder abuse? With the occurrence of elder abuse largely underreported, there is likely someone you know that […]

Senior Couple At Home

There is no one right way to be a caregiver; everyone’s situation is different. You will find that, among a host of things, family dynamics, financial resources and the ability of your parent(s) to provide guidance for the support that they desire will shape your situation. If you’ve been tasked to set up care for […]

piggy bank

Are you childfree? Are you planning with an elder parent? Do any of your potential beneficiaries have special needs that must be taken into consideration? Are any of your beneficiaries minors? The first step of planning is to take a moment to consider what makes your situation unique. Although estate planning has many aspects, it’s good to start with the […]

planting money

With a little research, a family should be able to find a suitable home for their estate and leave a lasting legacy — whether they are rich, Bill-Gates-rich, or not wealthy at all. Leaving an ongoing charitable legacy is not just for the wealthy. You do not need to be Bill and Melinda Gates with […]

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In what likely foretells a bitter probate battle to come, a judge ordered Wednesday that the body of wealthy Alamo Heights woman who died Tuesday not be cremated before an autopsy is performed. A woman with brain cancer passing away is not normally a mysterious event that would cause people to wonder about the cause […]

Finger Pressing Button on Calculator

Many people tend to overlook books as potential assets. And even if you bring a rare book to a general antiques dealer or estate appraiser, they often are not qualified to give specialized book appraisals. This can be a mistake: The simple fact is, books can be worth money. So, you inherited a book. Now […]

Senior Couple on Computer

In a recent blog post, Yahoo’s Senior Legal Director for Public Policy criticized the UFADAA for the “faulty presumption that the decedent would have wanted the trustee to have access to his or her communications” and for “set[ting] the privacy default at zero.” What happens to your digital assets when you pass away? Will your heirs gain […]

Stack of Documents

Robson, 32, still needs a judge’s permission to file the probate court claim because it was brought in May 2013, nearly four years after the entertainer’s overdose death at age 50 on June 25, 2009. Robson alleges Jackson molested him between 1990-97, though he testified in the singer’s 2005 child molestation trial that the pop […]

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An insular Hemel Hempstead man who died with an estate worth £750,000 has had his legacy split among 39 relatives who never even knew he existed. What are the odds that a long lost relative will leave you an inheritance? Although chances of this type of inheritance are slim, it really can happen. You have […]