Category Archives: Will challenge

Avoid Pitfalls of a DIY Will

Self-preparation kits are becoming more popular but beware the hidden dangers of going it alone.  If you are going to purchase a self-preparation kit or online document, you should only view it as preparation for a meeting with a trained … Continue reading

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The Dark Side of Improper or No Planning

This is a reprint of a great article I posted in my blog back in 2012.   One of my favorite columnists, Pamela Yip, has written another great article regarding the need for estate planning and how the lack of … Continue reading

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Avoiding A Contest

Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone.  So here are a few things to keep … 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

Executor Pitfalls

The Wall Street Journal recently ran an article highlighting some of the difficulties that can arise when a person serves as executor of an estate.  These are just a few of the pitfalls an executor may encounter.  Unfortunately, there are … Continue reading

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