Is it a Gift or Theft (Part 2)
Last week we were discussing Rachel’s recent discovery that while her sister, Sara, was managing Mom’s finances, Sara was taking or being given – depending on which way you look at it – Mom’s money. Now that Medicaid was looking like a real necessity, Rachel was concerned, and for good
Pitfalls of Improperly Drafted Will
A number of years ago, I received a call from a potential client who had the following tale to tell. The womanâs husband had died leaving a will and some assets, one of which was a 401k. The marriage was a second for her husband, who had 2 sons from
Trying to Outsmart the Government
I had a call not too long ago from a woman who was concerned about avoiding probate and paying estate taxes upon her death. She had figured out, or so she thought, how she could solve both problems and wanted confirmation from me that it would work. She had written