The case of IN THE MATTER OF THE ESTATE OF JOHN P. URBAN holds that burden of proof that will was procured by undue influence does not switch to fiduciary if they were not involved in the attorney-client relationship.
Estate planning inherently perpetuates inequality since it helps those with wealth preserve it. But estate planners can take steps to help underserved groups preserve wealth.
According to a report of the National Consumer Voice for Quality Long-Term Care, nursing home companies use payments to related parties to conceal their profitability.
Meet Julie B. Horte, a paralegal at Margolis Bloom & D’Agostino.
The French battle over pension reform which is brought on by an increase in the dependency ratio, could be a harbinger of the coming fight in the United States over Social Security.
Financial advisor, Nora Yousif and Senior Associate, Laura Goodman take your live questions about Social Security and financial planning. View here
One of the principal planning techniques to protect a home from the potential costs of long-term care is to put it into a life estate. Like anything else in the law, life estates have their benefits and consequences.
Meet Anastasia, a legal assistant at Margolis Bloom & D’Agostino.
The fields of elder law and special needs planning will greatly miss Ron N. Landsman and Mary Schmitt-Smith.
For many people flow charts can better explain estate planning options than can verbal descriptions. Here are a few.
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Join us for a discussion with author, attorney and financial analyst, Gabrielle Clemens. She will discuss her latest book, “Marriage is About Love, Divorce is About Money”
