Most of us have seen the frailties of life impact loved ones and friends. Unfortunately, diminished capacity, including the inability to make sound decisions, is sometimes the result. Court-monitored guardianship proceedings are designed to help in such situations. But...

Some time ago, a client presented her deceased husband’s will to me.  Unfortunately, based on erroneous advice from a non-attorney, the will wasn’t properly witnessed and the court consequently declared it invalid.  That ultimately meant that the State rather than the...

One of the main benefits of a living trust is it’s ability to pass your assets to loved ones without unnecessary expense, delay, or court entanglement. The mechanism that accomplishes this is referred to as the trust’s distribution scheme.  The distribution scheme spec...

“What’s the difference between a will and a trust?” is among those frequently-asked questions posed to lawyers, and rightfully so. The nuts and bolts of estate planning are far from intuitive. So here’s a 1-page primer.

No Will, No Way

If you die without a will or a trus...

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