Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…
In Chambers v. Edwards, 365 Ga. App. 482 (2022), William Chambers sued his sister, Kathy Edwards, alleging tortious interference with…
If called upon to determine the meaning of a trust, or to resolve some ambiguity, Court look for the intent…
Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…
The following sample language comes from a trust that was drafted years ago, however it remains useful in understanding issues…
One of the most important tasks when creating a trust is selecting the trustee. You can have the best trust…
In Hammerberg v. Department of Human Servs. (Minn. Ct. App. 4/22/2024), the State made an estate recovery claim against what…
The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…
The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…
On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…