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Kansas Court Says Boss’ Will Change To Benefit Employee A Fake
  • Published: May 10, 2018

The Kansas Court of Appeals recently upheld a 2016 ruling by Senior Judge William “Buck” Lyle that the codicil, or addition, to Hays millionaire Earl O. Field’s will was fraudulent. The will moved the majority of his estate to his employee Wanda Oborny. Wealth Advisor reports in the story “Kansas Bookkeeper Loses Claim On $20M Boss Estate” that the Court of Appeals found…Read More

  • Published: May 9, 2018

A North Carolina judge sentenced 41-year-old Charlinette Detmers to four years’ probation and ordered her to pay $30,000 in restitution. Wealth Advisor’s recent article, “Lover stole nearly $1M from her late husband’s estate on Lake Norman,” explains that court records identify the victim of her embezzlement as her son, Tols Detmers, who was 19 years old when he sued his mom and her…Read More

Estate Of To Kill A Mockingbird Author To Decide If Story Should Be A Play
  • Published: May 8, 2018

In spring 1957, an unknown young woman from Monroeville, Alabama, finished the first draft of a novel that was based in part on the character and experiences of her father, a local attorney. She portrayed him with conflicted feelings: as the parent she loved and also as a racist who’d attended a meeting of the Ku Klux Klan and asked…Read More

TV Dad on “Frasier” Left Huge Estate
  • Published: May 7, 2018

John Mahoney, one of the stars of the Cheers spin-off Frasier, died in hospice at 77 last month. The highly honored actor reportedly left behind an estate worth more than $5 million, according to The Daily Mail’s recent article, “Frasier star John Mahoney 'leaves behind $5 million-plus estate with 38 potential beneficiaries.'” The actor was known for his role as Marty Crane, the live-in retired father of…Read More

Vigilance Can Thwart Elder Abuse in Your Family
  • Published: May 4, 2018

Many of the most egregious crimes against seniors are unreported, and many of them are committed by family members. Forbes’s recent article, “5 Ways To Spot And Stop Elder Financial Abuse,” quotes NASAA President and Alabama Securities Commission Director Joseph Borg, who explained that "A guardian is a person or entity appointed by a court to exercise some or all authority over a…Read More

How Do Annuities Work With Medicaid Eligibility?
  • Published: May 3, 2018

The Illinois Department of Human Services has 90 days from when basic Medicaid recipients apply, to determine if they are eligible for long-term Medicaid. If not, they’ll be automatically eligible for the long-term benefits, according to a recent ruling from a federal judge. The Cook County Record’s recent article, “Judge orders IL state agencies to move quicker on applications for long-term Medicaid benefits,” said…Read More

Rudy Giuliani’s Latest Divorce Will Be Expensive
  • Published: May 2, 2018

Think Advisor recently published an article, “Rudy Giuliani's $60M Divorce: This Time It's Going To Hurt.” It will be contested, and there’s no prenuptial agreement—and Rudy’s been trying to keep a low profile. The article says that the deck on this split is deeply stacked against the former New York City Mayor. There is estimated to be $60 million at stake. Rudy is…Read More

What If You Live TOO Long?
  • Published: May 1, 2018

While you want to live a long and healthy life, you might not want to live too long. That’s because you’ll need to have saved enough money to take care of yourself until the end of your life. The Washington Post recently reported in its article, “Your long life could be the death of your retirement savings,” that one thing is certain: when…Read More

The DJ Casey Kasem’s Daughter Speaks On Elder Abuse Awareness
  • Published: April 30, 2018

A petition was recently filed in San Diego probate court, through an attorney, by the family of James Donald Hess. They accused his new wife and former caregiver of "physically and verbally abusing him and asserting undue influence over him." ABC 10 News San Diego reports in its story, “Family questions elderly father's marriage to caregiver,” that Don Hess isn’t in the best…Read More

Wyoming High Court Reviews
  • Published: April 27, 2018

The Supreme Court of Wyoming recently reviewed a trust case involving an in terrorem clause or no-contest clause. It’s a term in a legal document that’s designed to threaten someone, usually with litigation or a penalty, for acting or to keep someone from acting. In this case, a trust's in terrorem clause stated that any challenge made by or on behalf of the settlor's…Read More

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