Monthly Archives: September 2011

Jackson Estate: $30 Million to Mother, Children & Charities

  The Michael Jackson Estate reports that it has earned $310 million since the King of Pop’s death. Here is an excerpt from Forbes: The executors of Michael Jackson’s estate say they will distribute $30 million to the Jackson Family … Continue reading






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What is a Living Trust? – Estate Planning Basics

  It is time to get back to basics. “Trusts” or “living trusts” are confusing words for many setting up estate plans. Some think a trust is synonomous with a will. Others believe a trust is better than a will, … Continue reading






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The High Cost of Financial Elder Abuse

As Americans live longer, many of them become targets for the unscrupulous. William P. Isele, a New Jersey Elder law attorney, discussed the problem in JDSupra. Here is an excerpt: “When I went to the bank last week, it was obvious the … Continue reading






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Hidden Perils of Refinancing

Be informed when refinancing a home in a living trust. The secret is out. Refinancing contains hidden perils for homes in revocable trusts. Recently I received a call from a client who fortunately had the good sense to question what … Continue reading






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