Category: Estate Planning

Family Feud! When Beneficiaries Fight Over an Estate

  Families are torn apart over inheritance money, courtroom battles, lies, manipulation, and dirty tricks! These are things we’ve all seen on television dramas. But it doesn’t happen in real life, does it? The answer is yes; families often fight over an estate. However, before you drop everything and begin regularly observing probate hearings, I’ll  … Read more

Probate Proceedings? You Need an Expert

Probate proceedings are complex, time-consuming, and can be fraught with peril. In fact, did you know that there is an entire body of statutes in the Probate Act of 1975 which describe the legal requirements of bringing an estate through the probate courts? On top of that, there is constantly evolving case law in the  … Read more

Obtaining a Power of Attorney

Life can be unpredictable. But you can plan for the unpredictable. For example, if you become incapacitated, there are important decisions that must be made on your behalf. Who is going to make medical decisions for you and authorize treatment? Who is going to pay your bills and manage your finances?   What is a  … Read more

Challenging A Will

Challenging A Will

We’ve all read news articles and seen television episodes about people who prey on the elderly for their money. Let me tell you, it is real and it actually happens. In fact, there is actually an entire state agency dedicated to protecting adults from financial exploitation. While it usually isn’t as dramatic as on television,  … Read more

Preparing Your Will: A Checklist

Preparing Your Will A Checklist

A lawyer can help you plan your estate to ensure that your loved ones are taken care of. When I help a client prepare a will, I need complete and accurate information to provide the best legal guidance possible. For this reason, I’ve put together a checklist of information that you will need to gather  … Read more

What Happens If I Create A Trust And My Trustee (Husband) Later Gifts Large Portions Of My Assets To Others Not Named In My Trust?

Just recently, this situation was addressed in court.  In summary, the case facts are as follows: A Wife (Trustor) created a Trust Agreement in which the Trust Agreement named the Wife and her Husband as the Trustees of her Trust.  The Wife later died and her Husband became the sole Trustee and primary beneficiary of  … Read more