Why is Angelina Jolie Leaving Her Total Estate to Just One of Her Kids?

Angelina Jolie has reportedly laid out the details of her estate, according to Radar Online, revealing that she plans to leave her $116 million-dollar fortune to only one of her six children, her son Maddox.

Gifts During Lifetime Has Advantages

You probably give to others each year, such as for birthdays and Christmas gifts. Gifting can be done for other reasons, including during life or as bequests at death. The reasons for doing so could be to accomplish nontax or tax goals.

Elder Law and Medicaid Planning

People frequently hear that they should visit their attorney to have their wills and other important legal documents prepared, but many people procrastinate. Therefore, if you’re in that group, do not feel like you’re alone.

Are You Spending Your Children’s Inheritance?

A key financial question for retirees, is what to do with their hard-earned retirement savings. For example, some investors may find it more fulfilling to provide a college fund for grandchildren, rather than purchase a second home for themselves. The opposite can also be true, and that's okay.

Does Estate Planning Include Your Account Passwords?

Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.

Will There Be a Will Contest in Tom Petty’s Estate?

May 17, 2019
Bill O’Leary, Esq.
Estate Planning, Probate and Estate/Trust Administration

A legal battle between Tom Petty's widow and his two daughters is reportedly holding back the release of the expanded version of the late-Rock and Roll Hall of Famer's Wildflowers solo album.

Forgot to Update Your Beneficiary Designations? Your Ex Will be Delighted

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

Are You Making a Long-Term Care Plan?

Middle-income earners are more focused on planning their funerals than arranging for long-term care, a new study found.

Special Needs Planning Uses ABLE Accounts

New rules let some individuals put away more money in these plans, while still preserving their benefits.

Now You Are Executor of your Spouse’s Estate, What Happens Next?

Like many couples, Susan and Larry, who were married for 46 years, had divided the financial chores. Larry handled the investments, and Susan paid some bills. Though Ms. Alpert owned a business arranging travel incentives for large corporations, she was not prepared to manage the household’s financial affairs.