wills Tag

What would happen in Texas if it were determined either before or after probate that a Will was forged?  This question becomes topical due to the recent determination by a Florida sheriff (after 2 handwriting specialists examined the Will)  that there “100% forgery” of the Will admitted...

Gloria Vanderbilt’s Will provided that her son, CNN news reporter Anderson Cooper (“Anderson Cooper 360”), will receive the residue of her estate other than her Manhattan co-op and contents therein which were bequested to another son, Charles Stokowski. Since Wills and inventory are a matter...

As a result of less employer-sponsored pension plans and the desire of Congress to encourage savings for retirement, it is anticipated that Congress will pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act later this year as it has bipartisan support. It will...

Aretha Franklin, the beloved “queen of soul” died on August 16 with an estimated $80 million estate without a Will or other estate planning documents. She was survived by four sons – one of whom has special needs. Although her music and legacy will live...

Divorcee (client) wants an estate plan so that all her assets pass upon her death to her unmarried adult child (who has no descendants), but she wants to make sure that such assets never pass to her manipulating and greedy ex-husband. Since client’s child is...

  Mom dies at age 99 with three (3) surviving children.  Mom has $50,000 in a bank account, $20,000 of debt and a home (which has homestead exemption) worth $150,000 that has no lien against it.  One daughter, age 70, is unmarried (hereinafter referred to as...

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