Here’s What an Executor Cannot Do
The person you name as your executor will be accountable for a number of important tasks, even in managing the administration of a small estate. This may include filing tax…
When a Living Trust Must Be Probated
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…
VA Life Insurance Program Coming January 2023 for Veterans with Service Connection
In January 2023, VA will launch a new life insurance program called Veterans Affairs Life Insurance (VALife), which provides guaranteed acceptance whole life insurance coverage to veterans age 80 and…
Older Workers Are Changing Work and Retirement
Many recent retirees are saying they want to work at least “a bit” in retirement. More than 2 million people retired during the first 18 months of the pandemic. They…
Social Security Expands Compassionate Allowances List to Speed Up Disability Application Process
The Social Security Administration has added 12 new health conditions under its Compassionate Allowances program, meaning people with these conditions now have faster access to Social Security disability benefits. The…
Center for Medicare Advocacy Develops Form to Contest Multiple Medicare Denials Issued by Medicare Advantage Plans
In recent months there has been increase in complaints from Medicare Advantage (MA) enrollees who, despite requiring skilled nursing facility (nursing home) care, receive Notices of Medicare Non-Coverage (NOMNC) stating…
When are Pre-death Gifts Out of the Estate?
When confronted with imminent death, from cancer or other cause, a person may decide to give money or other assets to favored family members in order to get those assets…
Mississippi Court Holds Will Invalid with Only One Verified Witness
A last will and testament is your written instructions about who will get your stuff when you die. While that sounds a bit trite, it is the truth. In order…
Can You Leave Assets to Your Children in a “Quiet Trust?”
Trusts are great tools for leaving assets to your heirs while maintaining control over their access to those assets. In many cases, you would tell your beneficiaries that you have…
He Left Five of His Kids in Equal Ownership of Nine Businesses. What Could Go Wrong?
This is another extensive opinion with a lot to parse through. The basic facts are that, after the death of Wesley Gilbreath, his business interests were left to five of…
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