Total 1075 Posts
When his kids talk to him about moving to a ‘nice place for people like you’, he’s practically shaking with anger – depending on your age, you may be shaking too.
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Estate Planning on the Big Screen Continue Reading »
Estate Planning, Family ConflictIn a previous blog, I wrote about the need for specificity when drafting provisions that include a “spouse” of a particular person as a potential beneficiary of an estate or trust.
Attention is also needed to ensure that when a Will refers to terms such as “children” or “issue”, the persons included within these classes are those that the testator intends to benefit. This is particularly true in the current age, where there are an increasing number of different types of relationships and manners of having children…..
Specificity Matters: Defining “Children” and “Issue” for Estate Planning Purposes Continue Reading »
Estate PlanningWith many couples, one or both spouses have had previous marriages or common law relationships. For many reasons, these couples’ estate planning instructions are not usually the traditional “all to my spouse with a gift over to my issue”, and clients should understand how their estat planning decisions may be impacted by family law…..
Interrelation of Family Law and Estate Planning Continue Reading »
Capacity Law, Estate Planning, Family Conflict, Power of Attorney, Property, Spouse, WillsBequest donors trust charities enough to make them often significant beneficiaries of their estate, yet they don’t trust them sufficiently to tell them in advance.
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One in Ten: Why Donors Don’t Tell Charities about Their Bequests Continue Reading »
Charitable Giving, Estate Planning, Philanthropy/Charitable GivingMuch has been written about probate fee avoidance. Can you with a power of attorney engage in probate fee avoidance on behalf of a testator whose estate may be subject to probate fees?
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AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY? Continue Reading »
Capacity Law, Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Planning, Executors, Guardianship, Joint Tenancy, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Probate Tax, Property, Wills