How Does an Executor Manage Assets

January 22, 2024

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets.

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 the Executor Does

December 12, 2023

Dealing with death is never easy and overseeing the estate can be complicated. However, staying organized can help you manage things smoothly.

To-Dos After Death

September 28, 2023

Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.

How to Pass on Family Heirlooms with Fewer Estate Battles

August 28, 2023

There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.

Resolving The Multiple Wills of the Queen of Soul

August 17, 2023

The long, expensive court fight over the will of soul singer Aretha Franklin provides a cautionary tale for people who want to make sure that their wishes are carried out after their death — and for their families.

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.

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.

Why Name a Guardian?

November 17, 2022

Few will argue that the most important time to have a will is when you are parents of young children.

Should I Name a Co-Trustee?

November 8, 2022

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

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