The Sixth Circuit Court of Appeals affirmed the lower court’s decision denying increased Social Security benefits for a claimant who applied before her full retirement age based on incorrect information.…
Roy and Barbara Massie created a joint revocable trust in 2001, of which they were the co-trustees and primary beneficiaries. The trust named each of their respective children as contingent…
Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…
A recent court case points out the importance of making changes to beneficiary designations on financial assets after a divorce. The Supreme Court of New Jersey addressed the ownership of…
Mississippi’s court of appeals affirms the decision made by the Jackson County Chancery Court regarding the copy of a last will and testament naming a nonrelative beneficiary. In the Matter…
Elijah Forkner died on June 26, 2020, and was survived by his seven children. Prior to his death, Elijah composed a handwritten document that appeared to give most of Elijah’s…
The population of older adults in the United States has been growing steadily in recent years. According to the U.S. Census, the number of Americans who are age 65 and…
Many clients choose to use a revocable “living” trust as an alternative to a will as their primary estate planning document. A last will and testament is merely written instructions…
IRAs and 401K retirement plans form a large part of many clients’ estates. Special attention must be given to naming the beneficiaries of such plans in a will or trust,…
The Center for American Progress (CAP) released an issue brief exposing how the sweeping Project 2025 policy agenda, proposed by the Heritage Foundation, could significantly harm the disability community in…
