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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
Posted in Divorce, Estate Planning, Inheritance, Probate, Safety Deposit Box, Will challenge, Wills
Tagged beneficiary, death, estate planning, executor, inheritance, probate, trustee, wills
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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
Posted in Estate Planning, Probate, Will challenge, Wills
Tagged death, estate planning, probate, will, will challenge
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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
Posted in Estate Planning, Financial Planning, Inheritance, Probate, Uncategorized, Will challenge
Tagged estate planning, planning, probate, will, will challenge
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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 beneficiary, estate planning, trust, will, will challenge
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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 administration, beneficiary, estate, executor, probate, will
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