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Category: News and Blog



Feb 17 2017

Fun Testimony From IRS vs. Michael Jackson Estate

The dispute over the Michael Jackson estate tax included some interesting, even chuckle-inducing, testimony from Jackson’s former manager, who is …

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Feb 17 2017

Immigration Crack Down Could Hurt Elder Care

President Trump’s immigration policies could end up increasing costs of elder care. This report says about one in four home-care …

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Feb 16 2017

Estate Planning for Singles

Without an estate plan, state law determines where your assets go when you die.  Generally, it’s to your spouse and …

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Feb 15 2017

More Tips to Protect Elderly Folks from Financial Abuse

There’s only so much most people can do to protect vulnerable loved ones from financial abuse.  But there ARE some …

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Feb 14 2017

The Quandary of Long-Term Care Insurance

Buying (or not buying) long-term care insurance can be a tough call.  It’s expensive, and the coverage isn’t always great. …

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Feb 14 2017

Baby Giraffes Teach Important Lesson to Angry Stepchildren Everywhere

You can approach estate planning problems with a little humor and still convey important messages.  Here’s one that uses cute …

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Feb 13 2017

Jose Fernandez Estate Sued by Families of Victims

Three people died in the crash that killed Florida Marlins’ pitcher Jose Fernandez.  Now families of two of the decedents …

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Feb 10 2017

Estate Plans Help Tell Your Story

Many studies, including the one in this article, indicate families don’t like to talk much about wills and such.  If …

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Feb 09 2017

What Do We Do With All This stuff?

That’s a common question from relatives of people moving into assisted living, nursing homes, or after someone dies.  The truth …

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Feb 08 2017

Michael Jackson’s Estate Vs. the IRS

Michael Jackson’s estate is going up against the tax man.  Hearings on his estate tax dispute started, and if the …

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