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Can Family Members Contest a Will?

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.

Posted on: July 6, 2021

Does Executor have to Be a Family Member?

What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?

Posted on: May 14, 2021

Should a Trust Be Part of My Estate Plan?

What are the advantages of putting assets into a trust?

Posted on: April 16, 2021

What Paperwork Is Needed after Someone Dies?

While the tasks of dealing with an estate after someone passes may be simple administration, the work associated with it is often quite complicated.

Posted on: April 15, 2021

Preparing for an Estate Planning Meeting

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

Posted on: March 22, 2021

What are the Basic Estate Planning Documents?

In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.

Posted on: December 24, 2020

Act Quickly to Protect an Estate

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Posted on: November 9, 2020

Why Everyone Needs an Estate Plan

First, let’s debunk the myth that an estate plan needs to be both elaborate and expensive.

Posted on: October 21, 2020

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

Posted on: October 15, 2020

What Happens If I Don’t Fund My Trust?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: September 3, 2020

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