Estates & Trusts

Transfer on Death (Tod) Accounts Explained

May 24, 2023

An investment or brokerage account may be one of the most valuable assets a person owns. Ordinarily,...

Examples of Executor Misconduct

Mar 24, 2023

Being the executor of a will is a big responsibility. Most people who undertake this role do so with...

Handling of Debts as a Trustee

Jan 29, 2023

If you are serving as the trustee of a trust, you may be faced with beneficiaries who, understandabl...

Is a Charitable Remainder Trust Right for You?

Jan 29, 2023

Over our lifetimes, estate planning goals often change. When our families are young, our prioritie...

“Newman’s Own” Estate Plan Problems

Oct 24, 2022

Last month, we discussed the problems created by Anne Heche not having an estate plan in place bef...

Anne Heche Leaves an Estate With No Direction

Sep 08, 2022

Actor Anne Heche made recent headlines with a dramatic car crash into a house that resulted in her d...

Thoughts on Being a Personal Representative

Aug 09, 2022

Serving as a personal representative of someone’s estate (or as trustee of their trust) is a great...

Aging Parents and Estate Planning

Jul 22, 2022

Bringing up the topic of estate planning with your aging parents can be challenging, which is why ma...

Can an Estranged Relative Contest My Estate?

Jun 27, 2022

There are many reasons to create a will or estate plan: to provide for your family; to have peace o...

How to Make the Probate Court Process Easier

Jun 15, 2022

After losing a loved one, the last thing most people want to do is go through a complicated court pr...