Daughter of woman whose partner predeceased her mother by 12 days, in court fight over inheritance.

A woman fighting for her multi-million dollar inheritance might have to forfeit the entire fortune to charity thanks to a poorly-written will — a case that has raised questions about the rights of unmarried gay couples and their children. Jill Morris, died of breast cancer in 2016 at age 84 and left a multi-million dollar … Continue reading Daughter of woman whose partner predeceased her mother by 12 days, in court fight over inheritance.

Prior Correspondence: A Key Tool in Preparing Your Estate Dispute Case for Trial | Estate Conflicts

Attorney Brett Hebert, with the national law firm, Gordon Rees, recently wrote an article on the firm's blog regarding the admissibility of certain correspondence in estate litigation cases. A typical situation we see involves an elderly person who begins to show signs of losing mental capacity. Then an unscrupulous person “enters” the life of the … Continue reading Prior Correspondence: A Key Tool in Preparing Your Estate Dispute Case for Trial | Estate Conflicts

Older Investors Also Want to Know the Impact of Impact Investing

Contrary to popular belief, older investors have as much of an appetite for impact investing as their younger counterparts. Articulating social impact is not only about measuring an investment’s good in the near term but showing (particularly older) investors how their capital can leave its mark long after they’re gone. Fund managers who may be … Continue reading Older Investors Also Want to Know the Impact of Impact Investing

Life Insurance Options for the Terminally Ill

The emotional stress of dealing with one’s impending death due to a terminal illness like cancer, AIDS, etc., is further compounded by the customary increase in medical bills and a likely reduction in earning capacity. A person owning life insurance policies may have several options for reducing some of his or her financial concerns. Methods … Continue reading Life Insurance Options for the Terminally Ill

I’m Trustee For My Parents’ Trust – Now What?

So, your parents have a trust, and you’ve just found out that you are the trustee. Do you thank them or did they reward you with the booby prize? A trustee is held to a high standard of accountability and must act in accordance with an established standard of care as outlined below. To fail … Continue reading I’m Trustee For My Parents’ Trust – Now What?