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Estates & Trusts

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Is a Revocable Trust More Effective Than Probate in Distributing Real Estate Assets After a Grantor’s Death?

Oct 06, 2023

Many wonder if real estate assets are in a revocable trust or letting them go through the probate pr...

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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,...

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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...

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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...

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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...

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“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...

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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...

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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...

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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...

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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...

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