Category Archives: Will challenge

Avoid Pitfalls of a DIY Will

Posted on August 7, 2018 by Keith Davis

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 →

Posted in Divorce, Estate Planning, Inheritance, Probate, Safety Deposit Box, Will challenge, Wills | Tagged beneficiary, death, estate planning, executor, inheritance, probate, trustee, wills | Comments Off

The Dark Side of Improper or No Planning

Posted on October 6, 2017 by Keith Davis

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 →

Posted in Estate Planning, Probate, Will challenge, Wills | Tagged death, estate planning, probate, will, will challenge | Comments Off

Avoiding A Contest

Posted on August 7, 2017 by Keith Davis

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 →

Posted in Estate Planning, Financial Planning, Inheritance, Probate, Uncategorized, Will challenge | Tagged estate planning, planning, probate, will, will challenge | Comments Off

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 beneficiary, estate planning, trust, will, will challenge | 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 →