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Archive for the ‘Estate Planning’ Category

What Are My Legal Rights as a Beneficiary? And More Free Legal Q&A – Free Joe 2/1/13

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Tracy: My son is a beneficiary in his grandfathers will (in Minnesota). Doesn’t he have a right to see the will if he is named in it (especially if he has specifically requested to see it)? If his dad won’t show the will to him, is there any way we can get a copy of it through the probate courts?

Joe Escalante: If a will is probated, it becomes a public document. Go to the court…

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Written by Carrie Yutzy

February 5th, 2013 at 6:18 am

Estate Planning Scheme Targeted Terminally Ill

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The FBI has issued a statement regarding a “despicable scheme” of “stealing identities of terminally ill individuals to fraudulently obtain millions of dollars from insurance companies and bond issuers.” In November, attorney Joseph Caramadre and his employee Raymour Radhakrishnan pled guilty to conspiracy to commit identity theft and wire fraud. According to the FBI, Caramadre […]

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Written by Michelle Fabio

December 30th, 2012 at 5:54 am

Posted in Estate Planning

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The Fate of the Estate Tax – 2013 Edition

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Once again, it’s time to talk about the federal estate and gift tax. Are you ready? Because some of the wealthiest Americans sure are. In early December, a letter submitted to Congress by America’s richest including Warren Buffett, Bill Gates, and George Soros asked for a “significant tax on large estates when they are passed […]

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Written by Michelle Fabio

December 28th, 2012 at 9:19 am

Posted in Estate Planning,Taxes

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Estate Planning Trend Watch: Digital Wills

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The Telegraph is reporting a new estate planning trend in Great Britain: digital wills. So-called “legacy companies” are now offering clients the opportunity to leave their online login details and passwords as well as instructions on what to do with each account upon the account holder’s demise. And we’re not just talking about shutting down […]

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Written by Michelle Fabio

November 21st, 2012 at 5:58 am

Posted in Estate Planning

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Sherman Hemsley Will Ruled Valid; Funeral Scheduled

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Finally, Sherman Hemsley, best known as televisions’ George Jefferson, can be laid to rest after his July death because his will has been ruled valid by a Texas judge. As we discussed previously, Hemsley’s burial had been held up when a man claiming to be his brother came forward to contest Hemsley’s will. Richard Thornton […]

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Written by Michelle Fabio

November 20th, 2012 at 9:57 am

Update on Sherman Hemsley Estate Battle: DNA Test Ordered

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Just a quick update on a post we shared last month about actor Sherman Hemsley’s funeral being delayed by a will dispute. In late September, Judge Patricia B. Chew of El Paso County’s probate court ordered Richard Thornton, who came forward to challenge Hemsley’s will claiming he is the late actor’s brother, to have DNA […]

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Written by Michelle Fabio

October 11th, 2012 at 12:05 pm

Sherman Hemsley’s Burial Delayed by Will Dispute

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The burial of actor Sherman Hemsley is being held up over a disagreement concerning his will. Hemsley, best known as television’s George Jefferson, had signed a will just six weeks before his death leaving his entire estate to his “beloved partner” Flora Enchinton. Enchinton says she had known Hemsley for twenty years and lived with […]

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Written by Michelle Fabio

September 6th, 2012 at 3:18 pm

Estate of Convicted Nazi War Criminal Requests Restoration of Citizenship

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The estate of John Demjanjuk, a convicted Nazi war criminal, is asking that the full panel of the 6th Circuit Court of Appeals hear its appeal regarding Demjanjuk’s revoked United States citizenship. Earlier this summer, a three-judge appellate panel upheld the lower court’s ruling denying the estate’s request to restore Demjanjuk’s citizenship. The estate is […]

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Written by Michelle Fabio

August 27th, 2012 at 3:41 pm

Battle Over Kinkade Estate Wages On

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The battle over the control of the estate of Painter of Light™ artist Thomas Kinkade continues; next week, a judge will decide who will administer the estate until the validity of Kinkades’ wills can be determined. When Kinkade passed away earlier this year, his girlfriend Amy Pinto-Walsh presented two wills allegedly handwritten by Kinkade through […]

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Written by Michelle Fabio

August 16th, 2012 at 11:13 am

Ray Charles Foundation Sues Singers’ Children Over Copyright Claims

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According to the Ray Charles Foundation, the late singer’s children became beneficiaries of a $500,000 trust when their father died, and they, in return, agreed not to bring future claims against their father’s estate. Seven of Charles’s children are now trying to  reclaim copyrights on some of Charles’s songs, and are being sued for it. […]

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Written by Michelle Fabio

April 23rd, 2012 at 12:18 pm