Monthly Archives: October 2016

Free Dinner!!!??

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

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Disinheritance – “Mom always loved you more!”

Occasionally clients will state that they want to leave a natural object of their affection (spouse, child or someone else) out of their will.  This is always a touchy subject and one that must be approached with some sensitivity.  What … Continue reading

Posted in Beneficiary designation, Debts, Estate Planning, Inheritance, Probate, Trusts, Will challenge, Wills | Tagged , , , , | Comments Off