by michelle | Oct 14, 2018 | Estate Planning, Trusts and Wills
The Role of the Successor Trustee: What Am I Supposed to Do Now? By Ethan R. Okura We have often seen this scenario: A parent, sibling, or dear friend has finally gotten around to doing their initial estate planning. You are so happy for them. And then...
by michelle | Sep 21, 2018 | Estate Planning, Estate Taxes and Gift Taxes, News, Trusts and Wills
Aretha Franklin: Following in Prince’s Footsteps to Pay Millions in Death Taxes By Ethan R. Okura A little over two years ago I wrote about Prince, the music recording legend, and how he passed away without a will. I detailed some of the problems that his...
by michelle | Aug 10, 2018 | Estate Planning, Trusts and Wills
“UNDUE INFLUENCE” AND OTHER WILL PROBLEMS By: Ethan R. Okura In previous columns, I have addressed the subject of financial abuse of the elderly. This usually involves outright stealing or fraud. However, there is another form of financial abuse that is...
by michelle | Jul 13, 2018 | Estate Planning, Trusts and Wills
An Ethical Will: The Importance of Passing Down Your Values, Not Just Your Assets By Ethan R. Okura Have you heard the proverb “Shirtsleeves to Shirtsleeves in Three Generations?” Or perhaps you’ve heard the saying as “Rags to Riches to...
by michelle | Jun 10, 2018 | Asset Protection, Estate Planning, Medicaid and Nursing Home Costs
HOW TO APPLY FOR LONG-TERM CARE MEDICAID By: Ethan R. Okura In last month’s column, I focused on the history of Medicaid and discussed some of the difficulties that arise when dealing with Medicaid’s many laws, rules and policies. I also told you about some of the...
