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Forbush Legal PLLC

Recent Activity

No-Contest Clause Can Solve Issue and/or Create One

Will a no-contest clause prevent a challenge? That’s the big question. The last will and testament is the key to the final wishes of the loved one. However, when charges of undue influence occur, problems can also arise that stall the end results, according to the Santa Cruz Sentinel in... Continue reading

Posted 18 hours ago at Forbush Legal, PLLC

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You Can Create Some Challenges with DIY Wills

You can save money now but leave some real problems for your heirs. The complexities of today’s modern families in America, can make the creation of an estate plan a challenge and do-it-yourself wills and on-line wills can often create problems for families, according to Next Avenue in “The Problems... Continue reading

Posted yesterday at Forbush Legal, PLLC

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You Have Received an Inheritance but What Do You Do Next?

It is easy to spend a lot of money quickly, following an inheritance. When a person receives an inheritance, there are some basic issues to be considered, according to The Rogersville Review in “What should you do with an inheritance?” The amount of the inheritance means that you might be... Continue reading

Posted 4 days ago at Forbush Legal, PLLC

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A Will Is Important with or without Assets

Helping the family to move forward during difficult times. Estate planning basics such as a will, power of attorney, health care power of attorney and a plan to pass on assets to heirs, are beneficial to the family and set a plan to follow, according to WKBN 27 in “Attorney... Continue reading

Posted 5 days ago at Forbush Legal, PLLC

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LLCs Work for Intra-Family Gifts

LLCs and FLLPs require minimum reporting at the state level. The IRS is taking a fresh look at LLCs and Family Limited Partnerships, which are easy to work with and understand, following recent court decisions, according to Financial Advisor in “Use Caution With Gifts Of LLC Interests.” There have been... Continue reading

Posted 6 days ago at Forbush Legal, PLLC

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Understand the Value of Supplemental Insurance

Additional insurance can go a long way in protecting you and your family. There are some basic insurances, such as life insurance and long term care insurance, that are easily understood, because they are commonly made available by employers but there are others, including critical illness insurance, that should be... Continue reading

Posted 7 days ago at Forbush Legal, PLLC

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No End to the Social Security Scams

Social Security Administration launches new awareness program to combat scams. Someone calls from the Social Security Administration and asks you for your Social Security number, bank account numbers and birthday date. What should you do? Hang up, according to KKTV’s report “Social Security officials hope to combat scam.” The administration... Continue reading

Posted Apr 15, 2019 at Forbush Legal, PLLC

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Just a Few Assets? You Still Need a Will and Estate Plan

Your family has a better chance of a strong future, if you leave behind a plan. Without a will, the distribution of someone’s assets gets pretty difficult, pretty quickly, according to The Advertiser in “Where there’s a will, there is a plan in place.” Without one, the settling of an... Continue reading

Posted Apr 12, 2019 at Forbush Legal, PLLC

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Planning for Retirement? Study Your Expectations Carefully

Look over your finances and be careful of credit card debt. When planning retirement, a person must be very careful, if part of the plan is inheriting from an estate or selling a business, according to an article in Hometown Life “Playing off charge card debt a major priority.” The... Continue reading

Posted Apr 11, 2019 at Forbush Legal, PLLC

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Taking Care of Your Grandchildren in Your Estate Plan

You can leave financial help or other assets to your grandchildren but consider the laws. If you want to leave assets to children under the age of 18, it would be wise to visit an estate planning attorney because it can become very complicated, according to the Cherokee-Tribune & Ledger... Continue reading

Posted Apr 10, 2019 at Forbush Legal, PLLC

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Do You Really Need a Will? Yes!

Considerable interpretation is often needed to answer legal questions. However, not when it comes to a will. If you do not have an estate plan, you can leave behind stress on your family, some big expenses and the distribution of your assets may end up going to the wrong people,... Continue reading

Posted Apr 9, 2019 at Forbush Legal, PLLC

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What If You Don’t Like Your Son-In-Law or Daughter-in-Law?

Sometimes an estate plan makes the international news. If it turns out you don’t like your son’s choice or daughter’s choice of a partner, your estate plan can sometimes run into problems, according to Above the Law in “What To Do When You Hate Your Son-In-Law: A Practical Lesson in... Continue reading

Posted Apr 8, 2019 at Forbush Legal, PLLC

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Luke Perry Left Behind an Estate Plan

It is a difficult time for his family, but an estate plan reduces some of the pressure. A stroke took the life of 52-year-old Luke Perry. However, he had made a difficult situation much easier for his family, by having created an estate plan, according to Forbes in Luke Perry... Continue reading

Posted Apr 5, 2019 at Forbush Legal, PLLC

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There are Some Challenges to Social Security, Working

Keep your regular job at your regular salary and collect benefits? It sounds good but there can be problems. Sometimes it seems like a good idea to consider continuing to work and collect Social Security benefits. However, there are some pitfalls to the plan that need to be considered carefully,... Continue reading

Posted Apr 4, 2019 at Forbush Legal, PLLC

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Can You Really Steal a House? Apparently Yes!

If you know the regulations, it is sometimes possible to take advantage of the loopholes. If a person carefully learns the rules and regulations concerning the records on deaths and property in the community, it may well be possible to steal a whole house, according to Philly.com. in “How to... Continue reading

Posted Apr 3, 2019 at Forbush Legal, PLLC

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It May Not Always Be Possible to Age in Place

Family may be the best solution to aging in place. Most everyone would like to remain independent in their senior years. However, since sometimes it isn’t possible, what then must we do? An article in The Winston-Salem Journal has some ideas for parents in the article “Who will help me... Continue reading

Posted Apr 2, 2019 at Forbush Legal, PLLC

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Estate Planning Isn’t Something New to Civilization

It is not always easy, but it is necessary to account for assets, when a person passes away. Information from the 5th century shows that estate planning isn’t something new and still remains very important to families, according to Above the Law in “Old Money, Same Issues: Lessons from the... Continue reading

Posted Apr 1, 2019 at Forbush Legal, PLLC

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Retirement of Boomers Means More Potential Scam Victims

Scammer runs into the wrong potential victim. There are many scammers out there who focus on the elderly. One of them called a retiree with the story they had won big money and a Mercedes. However, they quickly hung up in the wake of too many astute questions, according to... Continue reading

Posted Mar 29, 2019 at Forbush Legal, PLLC

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What Do You Really Need? A Will? A Trust? Both?

The common way to reduce the cost of probate, is through trusts but not always. The benefit of trusts in estate planning is primarily a question of state law, according to The Houston Chronicle in “Elder Law: Which should I have—A Living trust or a will?” In some states, probate... Continue reading

Posted Mar 28, 2019 at Forbush Legal, PLLC

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Many Consider Their Pets in Estate Planning

If your pets are considered members of the family, you may set up some protections for them. It might be wise to consider the future of your pets, when it comes to estate planning because, as it turns out, up to a half million pets a year end up in... Continue reading

Posted Mar 27, 2019 at Forbush Legal, PLLC

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Parents with Young Children Face Additional Estate Planning Challenges

What happens to your young children, if something happens to you? Estate planning attorneys already know that you face challenges, when it comes to raising young children. However, it is not just raising them today but also considering continued care for them, if you pass away, according to KTVO in... Continue reading

Posted Mar 26, 2019 at Forbush Legal, PLLC

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Early Stages of Dementia May Not Mean Work Is Over

If you are diagnosed with dementia, you should begin to make plans. Early states of dementia may mean the end of work, depending on the demands of the work you have chosen, according to Next Avenue in “Dementia Diagnosis: When Do You Go Public?” To a doctor, for example, the... Continue reading

Posted Mar 25, 2019 at Forbush Legal, PLLC

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Retirement Can Be a Challenging Time for Women

Economic factors have an impact on women’s retirement years. Women face challenges in retirement, because of their longer life span and economic factors, according to Next Avenue in “What Could Help Women Facing financial Challenges for Retirement.” At a recent Senate hearing, Linda Stone, a WISER member (Women’s Institute for... Continue reading

Posted Mar 22, 2019 at Forbush Legal, PLLC

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Guns and Dementia Can Create a Deadly Situation

There may be a lot of people with guns in the house and then there is dementia. America is a country where people have the right to have weapons and often do have weapons in the household. So, just what could happen, when someone in the house has dementia? As... Continue reading

Posted Mar 21, 2019 at Forbush Legal, PLLC

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IRA Needs Attention when Included in Estate Plan

Your IRA can become a legacy left to your heirs. If you decide you don’t need your Individual Retirement Account (IRA) to fund your retirement, you have some options to fit it into your estate plan. However, beware the potential complications, according to the Oakdale Leader in “Leaving An IRA... Continue reading

Posted Mar 20, 2019 at Forbush Legal, PLLC

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