■ Free online goodies www.360financialliteracy.org is the American Institute of CPA’s financial info site Chock Full O’ resources (not Nuts, that’s the coffee) to help you plan thru every stage of your life, which is especially helpful during this economic turmoil. It’s time to educate yourself and take control of your financial life instead of…
■ H died during the pendency of the divorce action (we’ve been assured it wasn’t a result of receiving his lawyer’s bill). H’s executor sought a constructive trust to prevent the unjust enrichment that would allegedly occur if W retained marital property beneficially belonging to H. The court held that the equities involved require relief…
Summary: Markets down, house value down…counting on that inheritance to make the gap? Then the heir loss prevention tips for last month and below will help you avoid getting scalped. Don’t count on throwing Momma from the train in 2010, it’s pretty unlikely the estate tax will disappear. So if you want to maintain that…
Some folk just want to destroy their kids. While Mimic Jon and Kate Gosselin of “John and Kate Plus 8” fame have raised destroying children to new heights (lows?), too many parents use their estate plans to accomplish similar heartache. Some folks plan their estates in ways that will almost assure a will challenge, estrangement,…