Protect Your Aging Loved Ones From Undue Influence
September 7, 2022
Undue Influence As A Form Of Elder Abuse
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In 2026, estates and trusts enter the 37% federal marginal income tax bracket once taxable income exceeds $16,000. A single individual does not enter that bracket until taxable income exceeds $640,600. Those numbers get attention. They do not answer the most important question: What do you want this wealth to make possible for the people you love?
Make-A-Will Month is a good reminder to think about this. But for business owners, a will barely scratches the surface. I work with business owners on exactly these questions, and the gaps I find are almost always the same.
Malcolm-Jamal Warner, best known as Theo Huxtable on The Cosby Show, died in 2025. One year later, his widow alleges $1.2 million in unfulfilled premarital obligations: a life insurance policy never purchased, a Roth IRA never funded, and anniversary payments never made. A nine-year-old daughter is at the center of the dispute. Here’s what more thorough follow-through on the planning could have helped prevent.
