Family & Disputes
Financial exploitation of older relatives
Frequently committed by someone in a position of trust, and the estate consequences surface after the person has died.
Topic
undue influence
Every Beneficiary Blueprints article tagged undue influence — 3 pieces across 2 sections.
Estate Tax
Gifts made shortly before death
Transfers in the final months attract scrutiny from tax authorities, from Medicaid assessors and from disappointed relatives.
Family & Disputes
Contesting a will, and whether it is worth it
The grounds are narrow, the costs are high, and the calculation is frequently made in anger rather than in arithmetic.