Category Archives: Inheritance

Mistakes Executors Make

An article published in the Wall Street Journal several years ago is still one of my favorites.  It is particularly relevant to those who are serving or have been designated as executor in friends’ or family members’ wills, but it … Continue reading

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What the Heck Does “Per Stirpes” Mean in My Will?

An estate planning client recently called me to say he wanted the words “per stirpes” removed from his will because he “read on the Internet” that these words were old fashioned, confusing and lead to much litigation. In case you … Continue reading

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The Danger of Not Reviewing Your Will

I cannot tell you how many times I hear people tell me “I already have a Will. I don’t need your services.” That statement might be correct, but often people don’t recall exactly what is in their Will. That’s why … Continue reading

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When to Update Your Will or Trust

Friends often ask me whether they need to update their Will or Trust. Or the other side of that is the people who just don’t want to be bothered and say, “We already did our Wills” or “We already have … Continue reading

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