“The man who took care of Robert Indiana in the last years of his life, told a probate court hearing Wednesday that he was paid roughly $250,000 a year to tend to the aging artist, whose estate and legacy are now the subject of acrimony and lawsuits.” Under questioning by…
Articles Posted in Probate
The Unexpected Threat to Estate Planning
Neglecting to plan for family dynamics can destroy the best estate plans. Make sure to address both difficult personalities and tax liabilities. They can be equally problematic. Saving loved ones from a large tax bill and maximizing the transfer of wealth across generations is great, but your estate plan needs…
A Legacy of Service Will Continue Now that Estate Battle is Settled
At last, a happy ending for the estate of the late Veronica Shoemaker, a community activist who made service the heart of her life and business. With the conclusion of the estate battle, Mattie Young, the daughter of the late Veronica Shoemaker, will now be able to keep her mother’s…
Minus Michael, the Jackson Estate is All Business
Without the spending habits of Michael Jackson and the involvement of members of his inner circle, the Jackson estate has been transformed into an efficient multi-million dollar empire. As it stands now, the only factors that might keep the Michael Jackson money machine from moon-walking into eternity are his heirs.…
A Checklist for Post-Funeral Tasks
There are a number of tasks that need to be done after a loved one passes. A Houston estate planning attorney can help make these tasks easier. Most people don’t know that there is a time limit on certain tasks that need occur after someone passes away. According to WXYZ…
Father’s Wish to Disinherit Daughter Upheld by Court
A woman’s suit to contest her father’s decision to give his estate to a not-for-profit failed, as his will was found to be valid. The family’s split over religion was never resolved, and there are no winners here. A panel of three judges upheld a previous ruling that Stacy Wolin…
Can You Successfully Contest a Will?
Estate battles among high profile celebrities are all over the news, but can a regular person contest a will if they feel that they were unjustly treated? You may have seen a million movies where kids are cut out of a will, but when it happens to you or someone…
Picking an Executor, a Critical Part of Your Estate Plan
Choosing an executor is not easy, but it is very important. A person who is not capable of managing the tasks can drive even the best estate plan off the path. Part of creating an estate plan is naming an executor who will be responsible for carrying out the wishes…
Judge Sealed Probate Records in Rare Oklahoma Case
Probate records are open to the public and many individuals seek planning methods that may protect the privacy and security of survivors. Estate planning is one tool where individuals may keep the contents of their wills, details of assets, and private matters private. Interestingly, judges have the authority to seal…
Is a TOD (Transfer on Death) Registration Right for Your Houston Planning?
Certain assets, including life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to beneficiaries outside of your will. Typically, brokerage accounts pass only through your will, and then only after probate. But there is a way to ensure that brokerage accounts transfer at death to your beneficiaries. A…