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(c) Can Stock Photo One of the common statements I hear from clients is this: “I just need a simple will”. I hear it all the time. According to legal blogger, Katya Sverdlow, ninety percent (90%) of the people who say, “I just need a simple will,” are wrong. I am not...
(c) Can Stock Photo If you are getting together with your family members this holiday season it may not seem like a great time to talk about dying, but actually it is! Hollywood has combined death and holidays for years. Well, truth be told, Dickens started it. A...
During the time that I have been representing people doing estate planning, handling probate estates and other estate administration and similar matters, I have come across many, many stories, both good and bad, of examples what to do and what not to do in regard to...
THE EXECUTOR I had a friend who died and he, On earth so loved and trusted me, That ere he quit this earthly shore, He made me his executor. He tasked me through my natural life, To guard the interests of his wife, To see that everything was done, Both for his...
The sign is a clue to what a recent article in the Trusts & Estate section of WealthManagement.com identifies as a trend away from estate planning and, therefore, toward more probating of estates. (The Shift from Estate Planning to Estate Probating) In other...
People often confuse executors and trustees. Both roles are fundamental to estate planning, but the roles are distinctly different. Understanding the difference between is essential to estate planning. Simply put, executors are to Wills what trustees are to Trusts. An...
I am often asked what a person should do with the original Will once it is signed. There is no right or wrong answer, but doing some things are better than others. The options should be considered in light of the family and personal dynamics and particular...
There is no such thing as an iPad Last Will App, but a judge in Ohio ruled recently that a Will written on a Samsung Galaxy Tablet, because no paper was allegedly available, is a valid Will. That ruling naturally raises the spectre of Will apps for iPhones, iPads,...
There are many reasons why people do not do Wills. There will be time to do one later. I don't have many assets. I am not ready to think about those things. I am not sure what is involved – and many other reasons. We try to focus on the positives: so here are five...