Multiple Generations Living Together and Their Estate Planning
Upon the death of their respective husbands, Sara and her daughter, Mary, decided to move…
7 years ago
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Blended Families: Preplanning is Essential
When Miranda Jones married Scott Ludlum, with their six children in total, they anticipated a…
7 years ago
How to Avoid Conflict in Your Estate Plan – Part IV
Do I Need to Update my Estate Plan? When Jackson Carter died, his family knew…
7 years ago
Changing Times Alter Retirement Planning
Sally Janes could not wait to retire. She and her husband, Ben, had been saving…
7 years ago
Scammers Use Crafty Schemes to Target Victims
It began on a sunny Saturday morning, when 70-year-old Sandra Johnson’s phone rang. “Sandra, Sandra…
7 years ago
When Disaster Strikes, Be Prepared!
Chuck Meiers was nestled in his bed when the call came. “Is this Charles Meiers?…
7 years ago
When Creating a Will, Words Matter
Barry Donovan died a happy man. Not only was he joining his late wife, Sarah,…
7 years ago
Issues with Probate – Part V
Failure to timely probate estates creates problems for heirs When Franklin Davies died, his wife,…
8 years ago
Issues with Probate – Part IV
Lost or Undiscovered Assets Pose Problems for the Administration of an Estate When Jonathan Morgan…
8 years ago
How to Avoid Conflict in Your Estate Plan – Part III
Should You Hire A Professional Fiduciary? Marilyn Simons was irate. “I’m telling you, Bob, that…
8 years ago