As 2014 dwindles down, it’s time to consider your year-end planning. The holidays will be here before you know it, and that means the end of 2014 is near. Have you started your year-end planning yet? A recent article in the Physician's Money Digest, titled "10 Financial Planning Tips for…
Houston Estate Planning and Elder Law Attorney Blog
L.A. Says “No!” to Elder Abuse
The new programs will be working with those in the private sector and nonprofits to help law enforcement attune to impalpable signals that could indicate mistreatment of this vulnerable population. Los Angeles is taking a stand against elder abuse with new training programs for the private sector and nonprofits. “Our…
Why Should Houston Residents Have a Will?
"If you make a will you can distribute the wealth as per your wish and avoid many hassles. It particularly becomes more complicated if there are immovable properties involved and there are disputes on the values of such properties," says Ashish Kehair, EVP and head – private wealth and international businesses, ICICI Securities. Why…
Reverse Mortgage Schmortgage … Look at Other Options in Houston
Home equity loans can be problematic if not done correctly and require careful attention to the rights of the surviving spouse, if you are married. And of course, the end of the process means you or your heirs give up your home. There are other ways to tap into your…
Houston Residents: What Can Happen If You Don’t Sign Your Will!
The legal dispute surrounding the roughly $200 million estate of the late Charlotte developer Henry Faison has been resolved, with his company winning forgiveness of more than $100 million in loans he’d extended to it. In this recent court case filed by Faison's sons, Jay and Lane, they asked…
Will Battles Happen in New Zealand Too
Although the vast majority of estates aren't contested, the more money that is at stake, the more incentive a family member has to try to get some of it. Certain family issues in the United Staes are unique to our country. However, some people tend to have the same behaviors…
Schemers Steal Property of Deceased Neighbor with No Heirs
Six Philadelphia men forged, cheated and lied their way into collecting a dead woman's house and car, police said. If no heirs exist and no estate plan determines where your estate should go, it must be up for grabs. Right? Well, no. But unfortunately for one woman's estate, this scenario…
Art Once Stolen by Nazis Is Subject of Lawsuits
When Christie’s auctioned off Edgar Degas’s “Danseuses” for nearly $11 million in 2009, the catalog noted that the masterpiece was being sold as part of a restitution agreement with the “heirs of Ludwig and Margret Kainer,” German Jews whose vast art collection was seized by the Nazis in the years leading up…
Beneficiary Designations 101 for Houston Families
The decision about how to designate beneficiaries for your company retirement plan, life insurance policies, and other assets might seem like a no-brainer. Chances are you would like those near and dear to you to inherit any money you've accumulated during your lifetime, so making sure that happens should be…
Suspicions Arise When Doctor Is Added to Will
Donna Spears, a longtime friend of centenarian Helen Schlesinger, claims in her Manhattan civil suit that New York-Presbyterian physician Dr. Lawson Moyer has broken the law by both treating the 470 Park Ave. resident and appointing himself as her power of attorney. Can you trust your doctor with your will?…