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.
Estate Planning Solutions for Second Marriages
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
Does ‘Gray Divorce’ Fit into Estate Planning?
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
How Best to Use Life Insurance Proceeds?
There are many options, but the best use of the money is different for each widow and her unique circumstances.
Inheritance Alternatives to a Stretch IRA?
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
Why Is Estate Planning Review Important?
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
When Do I Need to Review My Will?
Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Can I Claim Grandfather’s Unclaimed Insurance Policy?
Insurance claims can be made at any time, even years after the death of the policy holder.
