Category Archives: Will challenge

Disinheritance – “Mom always loved you more!”

Posted on October 12, 2016 by Keith Davis

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

Posted on February 2, 2016 by Keith Davis

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

Avoiding a Family Feud

Posted on December 7, 2015 by Keith Davis

For those of you who were hoping to hear about Richard Dawson or Steve Harvey, wrong type of family feud. This is the real thing – a dispute among the members of your family after you die. Even in the … Continue reading →

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Challenging A Will

Posted on November 10, 2015 by Keith Davis

Most families probably just follow the terms of their loved one’s wishes as set out in their last will.  Most often that involves probating the will, but if all the beneficiaries are in agreement, they can even agree to distribute … Continue reading →

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