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Washington State AG Goes After Deceptive “Free Lunch” Estate Planning Seminars
  • Published: April 11, 2018

Investigators at the Washington State Attorney General's office allege that so-called "free lunch" seminars were used to ultimately sell complicated investments and cash in on commissions. As KOMO News reports on its website in the story, “State lawsuit accuses estate-planning company of being a deceptive "Trust Mill,"” the lawsuit filed in King County Superior Court names CLA Estate Services, Inc., CLA USA Inc., and…Read More

How Your Pension Fits into Your Estate Planning
  • Published: April 10, 2018

Pensions, unlike property, can be inherited tax-free. That means savers are increasingly looking to pass on their policies, according to Morningstar’s recent article, “Why Pensions are Vital to Estate Planning.” Company pensions—whether defined benefit or defined contribution—have different rules as to who can inherit in the event of a member’s death, as well as how much can be passed on to the next…Read More

UNM Receives Large Bequest from Alum’s Estate Plan
  • Published: April 9, 2018

The University of New Mexico School of Engineering received $3 million from the estate of an alumnus. The school said this gift will benefit students and faculty in the departments of civil engineering and mechanical engineering by creating laboratory and learning spaces “unlike any other in the country.” University of New Mexico issued a press release, “$3 million gift from alumnus to…Read More

The Issue Of Who Gets Charles Manson’s Remains Finally Decided
  • Published: April 6, 2018

NPR reported in the article “Charles Manson Grandson Wins Legal Battle Over Cult Leader's Body” that Jason Freeman, Charles Manson's purported grandson, whose grandmother was Manson's first wife, was one of several people who was attempting to gain control of the notorious criminal's body, since he died in November. Manson was serving a life sentence for coordinating the notorious “Helter Skelter” killing spree…Read More

Don’t Forget These Expenses in Your Retirement Planning
  • Published: April 5, 2018

Despite your best efforts to prepare for retirement, you have a good chance of being blindsided by some unanticipated expenses. A recent study by the Employee Benefit Research Institute found that 40% of retirees said their retirement expenses are higher than expected. A recent CU Insight article, “4 unexpected retirement expenses,” discusses some things that may not be on your radar, when it comes…Read More

Virginia Supreme Court Examines Power of Attorney Statute
  • Published: April 4, 2018

In 2010, Bobbie Wynder appointed Leroy Mangrum to be her attorney-in-fact by a general power of attorney. She died in June 2013. A year later, Wynder's four stepchildren, also the beneficiaries under her will, filed a suit against Mangrum for disclosure of all transactions and financial records from his time as Wynder's attorney-in-fact. From the partial accounting he provided, the…Read More

Should I Have a Reverse Mortgage in Retirement?
  • Published: April 3, 2018

Many of us in our late 50s and early 60s, start thinking about what retirement is looking like and often it’s not a rosy picture. Therefore, we scramble and hopefully increase our retirement savings. A reverse mortgage may serve as both a retirement tool and provide a senior with a degree of financial liquidity and flexibility. Here’s how it works:…Read More

Who Can Sue the Personal Representative of an Estate for Wrong-Doing?
  • Published: April 2, 2018

The South Carolina Supreme Court in Fisher v. Huckabee addressed who may bring a civil action on behalf of the estate of a deceased person, when the personal representative of the estate is also a potential defendant in the case. Alice Shaw-Baker lived in Charleston and had no immediate family. She allegedly had an agreement with Bessie Huckabee, Kay Passailaigue Slade and Sandra Byrd…Read More

What’s Your Business Worth?
  • Published: March 30, 2018

As Southcoast Today reports in the recent article, “Retiring after you sell your business? It may not be as simple as you think,” many business owners don’t have a sense of what their business is worth. The simple answer is that it’s worth what someone else is willing to pay for it. However, there are many factors that need to be considered when valuing…Read More

Are You Sure You’re Not Single?
  • Published: March 29, 2018

As Investopedia’s article, “Social Security Claiming Options for Singles,” explains, unmarried retirees need to be certain they understand exactly how Social Security defines “single.” It’s not limited to never-married beneficiaries, because those who divorced prior to their tenth anniversary are also considered single. If you are single due to the death of your spouse, you’re eligible for widow/widower benefits based on your spouse’s work…Read More

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