Update Your Estate Plan: Navigating Life’s Changes

March 13, 2024

Discover why updating your estate plan is crucial for securing your legacy. Don’t wait for a life event to make necessary changes.

What is not Controlled by a Will?

January 10, 2024

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

What Are Life Estate Deeds?

September 13, 2023

As life estate deed with reserved powers grow in popularity, it is important to discuss and understand the benefits and limitations of these deeds.

Naming a Minor as Beneficiary?

July 11, 2023

You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Preparing for AI in Your Will

June 26, 2023

Grief technology, the use of images and voices after a person’s death, is already an existing thing, with Seance AI programs to communicate with grandchildren.

Battle Over Lisa Marie Presley Estate

March 14, 2023

A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.

Should I Name a Co-Trustee?

November 8, 2022

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

Creating Your Own Trust or Will?

September 7, 2022

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

Should You Rule From the Grave?

October 7, 2021

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

Reduce the Stress of Asset Transfers?

July 15, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

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