Can We Learn from the Presley’s Estate Fight?
Priscilla Presley’s fight to remain trustee of Lisa Marie Presley’s trust can teach anyone a few lessons on proper estate planning.
Mothers Need More Than Flowers
Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children. Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.
May is Older American’s Month
Every May, the Administration for Community Living leads the nation’s observance of Older Americans Month (OAM). The 2023 theme is Aging Unbound, which offers an opportunity to explore diverse aging experiences and discuss how communities can combat stereotypes. Join us in promoting flexible thinking about aging – and how we all benefit when older adults remain engaged, independent, and included.
What Is New Proposed Law about Medicare?
U.S. Rep. Blake Moore (R-UT) has joined congressional colleagues in offering proposed legislation that would provide Medicare recipients faster access to breakthrough medical devices approved by the U.S. Food and Drug Administration (FDA).
Get These Estate and Tax Items Done Before It’s too Late
What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
What Did Kirstie Alley Do for Estate Planning?
Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and massive real estate portfolio.
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
Who Were the 119 Heirs to a Chicago Man’s $11 Million Estate?
It turns out it’s not just in the movies that you can get a huge inheritance from that uncle you never knew about.
What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
Who Gets Graceland after Lisa Marie Presley‘s Death?
Lisa Marie Presley‘s surviving three children will reportedly inherit her Graceland estate.