When a “Fair Share” May Not Mean “Equal Share” | Houston Will and Trust Lawyer

As a Houston will and trust lawyer, I can confidently say that estate plans are not one-size-fits-all. Just because most of the people you know have divided their assets evenly between their children, does not mean that is the right…
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Former Vanity Fair Contributing Editor Makes Headlines with Estate Dispute

The 63-year-old Wolff, who is married, is also the father of a baby with a much younger TV personality. He now is also a defendant in the new Manhattan civil suit with his estranged spouse, attorney Alison Anthoine. Wolff was…
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Children Challenge Pittsburgh Publisher’s Will After Being Left Out

Two times in the past four years, the attorney for the late publisher Richard Mellon Scaife unduly influenced the billionaire to change his estate planning documents to disinherit his daughter Jennie Scaife and give assets to newspapers and foundations the…
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How to Keep the Vacation Home in the Family

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can result in family disagreements. Money’s recent article, “4 Questions to Ask Before Passing…
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Moving 529 Money Between Beneficiaries is a Piece of Cake

If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the oldest grandson’s account, since he’s starting college in the fall? Kiplinger says you sure can in “How to Transfer Money…
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Estate Issues Look to be Settled for Media Mogul Redstone

  Sumner Redstone, the elderly media mogul, offered his daughter Shari $1 billion for her 20% stake in his empire. This was in part to make certain that she'd never succeed him as chairman. She declined his offer. With that,…
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Estate Planning Tips for Unmarried Couples

The percentage of unmarried couples living together has increased from a bit more than 1% of all couples in 1960 to about 12% today. Marriage offers many legal and financial protections, so if you're planning to live together without getting…
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How to Go About Retiring These Days

The past several months have been rough on investments. Whatever the cause, market mayhem can be a real concern for retirees and near-retirees, who have less time to make up for big market declines. Kiplinger's March 2016 article, "How to…
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Dying Without a Will and What Happens to Your Stuff

Every state has intestacy laws that govern whom among a deceased's relatives will receive the property and assets when there's no will or trust. These laws vary from state-to-state. The Huffington Post's recent article, "The Consequences of Dying Without a…
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Ten Mistakes Not to Make with an Inherited IRA

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens, you'll need a plan—a plan that avoids common and sometimes costly mistakes. USA Today's article,…
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