February 18, 2021 •
Estate Planning ![]()
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Read MoreFebruary 9, 2021 •
Estate Planning ![]()
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
Read MoreOctober 23, 2020 •
Estate Planning ![]()
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
Read MoreSeptember 16, 2020 •
Estate Planning ![]()
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Read MoreAugust 24, 2020 •
Estate Planning ![]()
For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
Read MoreJuly 9, 2020 •
Estate Planning ![]()
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
Read MoreJune 26, 2020 •
Estate Planning ![]()
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
Read MoreJune 5, 2020 •
Estate Planning ![]()
In a lawsuit, Marie Bosarge claims that her estranged husband, Texas billionaire Ed Bosarge, created trusts ‘to hide income and property and to hold what would otherwise have been personal income and assets.’
Read MoreApril 14, 2020 •
Estate Planning 
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
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