Not Swiss Cheese. If you are keeping funds offshore and not fessing up, the time has come to face the piper. While you may have heard of the UBS Swiss account issues, the issue, and risk to you if you’re involved, if far greater. If you come clean with the IRS-type amnesty program before the…
■ Ruff Decision. Divorce can become a dog fight, literally! Doreen claimed she and Eric had an oral agreement that the pooch was hers. The trial judge, clearly not a pet lover, held that pets are personal property but “lack the unique value essential to an award of specific performance.” The Animal Legal Defense…
Summary: The estate of Brooke Astor is embroiled in a headline grabbing suit with her son, Anthony Marshall, and her former estate planner, Francis X. Morrissey, Jr. Was she competent when she signed the two questionable codicils amending her will? Did her Alzheimer’s disease render her unable to comprehend what she signed? Was son…
Summary: A power of attorney is one of the most important legal and financial documents you will ever sign. A power can be vital to protecting your financial interests when you are disabled. A power can be your primary dispositive document by authorizing an agent to make unlimited gifts, modify beneficiary designations and more….