You may not want to sit down to draft a will and other estate documents. Take some time to get a good idea about what does and does not go into a will. Creating an estate plan to dispose of your personal property, as well as tangible and intangible assets, will keep...
Our foundation is deep, so it is not restrictive.
It has allowed us to expand our practice to benefit our clients’ strategic, technological, and business needs.
Probate & Estate Planning
How can you find a good long-term care facility?
Finding a long-term care facility is often part of the estate planning process for many, as not everyone can - or wants to - live on their own as they get into their later years. But how do people find the right care facilities? What sort of red flags should a person...
Top mistakes to avoid while estate planning
An estate plan is an important tool that can benefit a person's family in the event of incapacity or death. A few of the issues which should be considered follow. Assig backup beneficiaries and agents In drafting a will it is important to name a primary and a...
What skills do executors need?
When creating an estate plan, it is important to give time and thought to who you want as your executor. After all, this is a critical role in the overall estate. To make the best selection, it is important to understand what executors need. What skills should they...
What are some reasons to have an irrevocable trust?
Trusts can be a valuable estate planning tool. Some trusts are revocable and some are irrevocable. Because an irrevocable trust cannot be revoked, they are usually created only for specific reasons. Once you place assets into an irrevocable trust, you cannot change...
What does your will need to address?
Preparing a will is one of the most important parts of the estate plan. This document is what your Executor will follow in order to handle your assets. Each state has its own formalities which must be followed in order for a will to be legally enforceable. What...
Nursing home residents vulnerable to undue influence
Undue Influence and Isolation of the Elderly Undue influence is that influence asserted by a dominant party over a vulnerable one designed to substitute the dominant party’s will for the free will and choice of the vulnerable party. Factual considerations in...
Effective estate plans help successors manage businesses
Business owners may consider including their commercial enterprises in their estate planning documents. A study conducted by the Exit Planning Institute found that 83% of businesses did not have written plans for an ownership transition. Kiplinger’s Personal Finance...
What does it mean to have standing?
Sometimes, a loved one of a deceased person finds that the deceased left a will with which the loved one disagrees. Whether that is because the will outright discludes the loved one when they belived they had a right to inclusion, or because the will was a result of...
What is undue influence?
Undue Influence Undue influence is the substitution of the will of a dominant party for the free will and choice of a subservient party. This issue may arise as grounds for objection to admission of a will of a vulnerable person to probate. The totality of the...