What To Do If You Suspect Foul Play

The movies have given people certain expectations when it comes to a death in the family and probating a will; this Hollywood portrayal includes an attorney, a book-lined office, and the entire family assembled for a formal reading of the will which ends in shocked gasps as the entire fortune goes to an unknown and… Read More »

The Dangers of Neglecting Your Estate Plan

Many people think that there’s no need to update your estate plan documents if none of your beneficiaries or fiduciaries have changed, but that’s exactly the kind of thinking that can lead to disaster. Estate planning documents are based not only on your own wishes, but also on federal and state tax laws. When we… Read More »

Trust Mill Con-Men Fined $6.4M for Illegal Practice of Law

The Ohio Supreme Court has recently taken strong action against two co-owners in a company participating in an illegal “trust mill” operation. According to this article from the Associated Press, the two owners, Jeffrey and Stanley Norman, have been permanently barred from marketing or selling their trust products in Ohio after they were found to… Read More »

Alzheimer’s Disease Can Take Your Memory AND Your Financial Security

Alzheimer’s disease affects as many as 5.3 million people in the United States; which means it affects as many as 5.3 million families, because Alzheimer’s is a disease that affects everybody it touches—husbands, wives, children and grandchildren—they all bear witness to their loved one’s slow demise. Sadly, emotional stress is not the only stress that… Read More »

Guilty Verdict for Brooke Astor’s Son Brings Elder Abuse Issues to the Forefront

The recent verdict by a New York jury finding Anthony Marshall guilty of stealing from his aging mother,  Brooke Astor,  while she suffered from Alzheimer’s disease is a sad reminder that abuse of elders does occur.  Elder abuse is an issue that is all too common in our society, but one that rarely gets much attention…. Read More »

What To Do When Your Kids Don’t Like Your Will

In an ideal world elderly parents and their adult children always get along, and when those parents pass away their children quietly and respectfully follow their wishes regarding the distribution of their estate. Unfortunately, we don’t always live in an ideal world, and inheritance and estate planning can often cause tension between parents and children… Read More »