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.

How to Pick Your Executor

November 2, 2022

One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.

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.

Estate Planning for Living

September 2, 2022

Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a critical piece of the planning puzzle.

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