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Sep 22, 20224 min read
Estate Planning When You Have a Stepfamily
One of the best parts of your marriage was inheriting a son you have always wanted but could never have on your own. Blood could not make...
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Oct 28, 20212 min read
Family Fight After Death: Why Siblings Fight After the Passing of a Parent
The passing of a parent is never easy. Each individual family member is forced to contend with the loss of the relationship they had with...
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Oct 21, 20213 min read
Family Gifts: What To Do & What Not To Do
Generosity can be a beautiful thing. There is nothing quite like working hard for a living and sharing what you have earned with your...
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Oct 6, 20212 min read
Family Matters: Legacy Planning for Adopted Children
The nature of the modern American family has been changing over the years. Blended families have become more common in the last few...
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Feb 28, 20172 min read
When a “Fair Share” May Not Mean “Equal Share” | Houston Will and Trust Lawyer
As a Houston will and trust lawyer, I can confidently say that estate plans are not one-size-fits-all. Just because most of the people...
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Nov 1, 20162 min read
Former Vanity Fair Contributing Editor Makes Headlines with Estate Dispute
The 63-year-old Wolff, who is married, is also the father of a baby with a much younger TV personality. He now is also a defendant in the...
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Jul 15, 20162 min read
Estate Issues Look to be Settled for Media Mogul Redstone
Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make...
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Jun 21, 20162 min read
Estate Planning Tips for Unmarried Couples
The percentage of unmarried couples living together has increased from a bit more than 1% of all couples in 1960 to about 12% today....
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May 16, 20162 min read
How to Go About Retiring These Days
Don’t Panic! An important lesson of the devastating 2007-09 downturn is that even in the worst of times, recoveries can occur in a...
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May 12, 20162 min read
Dying Without a Will and What Happens to Your Stuff
Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...
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May 9, 20161 min read
Ten Mistakes Not to Make with an Inherited IRA
One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...
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May 3, 20162 min read
Not Rich Enough to Have an Estate Plan? No Way!
If you don’t plan your estate, a judge will distribute your assets by applying the state’s intestate succession laws, which may not be...
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Apr 28, 20162 min read
Planning your Financial Future after a Second “I Do”
But wlbz2.com’s article, “Getting remarried? Get a financial plan first,” says that many folks do little planning, and that ends up...
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Apr 18, 20162 min read
Estate Planning Needs to Happen After a Divorce
What should you change? Forbes says, in two words, almost everything. In “5 Things You Need To Do After Getting A Divorce,” Forbes says...
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Apr 6, 20161 min read
What Can We Learn from Millennials about Wealth Planning?
Baby Boomers need to adjust how they think, especially about the thought of slacker Millennials living with their parents, depleting the...
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Mar 31, 20161 min read
How’d that Valentine Gift Work for Ya This Year?
The article “Plan ahead to reduce stress on loved ones” provides a list of things to consider that would prove important when they will...
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Mar 28, 20162 min read
Advice for Grandparents Helping out with Grandkids’ College Costs
529 Accounts. These are a very popular college savings vehicle. The combination of tax benefits and flexibility makes them a good choice...
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Mar 25, 20161 min read
Don’t be Overly Ambitious in the New Year!
Here are three simple steps you can take to reduce your stress and improve your financial well-being for the rest of 2016: Talk to your...
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Mar 22, 20162 min read
Saving Money with Online Wills and Trusts can Result in More Expenses in Probate
The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...
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Mar 18, 20162 min read
The Daughters of Casey Kasem and Peter Falk Lobby for Elder Law Legislation
The daughters of two late celebrities are looking to find easier ways for family and friends to visit ailing elders. They’ve brought...
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