What’s New in Estate Planning for 2024
Now that 2024 is in full swing, it’s time to make sure you’re discussing the latest developments in estate planning with your attorney to ensure
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Q&A with Loraine: If my father passed away without a Will or trust, do my sister and I have a legal right to part of his house?
Question: My father passed away unexpectedly a few months ago before he had time to create a Will or trust, and no one was appointed
Q&A with Loraine: Is a Will valid if the Executor is named using a “called by” name rather than the legal name?
Question: Is a Will valid if the Executor is named using a “called by” name rather than the legal name? My uncle named me as
It’s a Brand-New Year: Time to Update Your Will?
The new year is a good time to make sure your household affairs are in good order. Revisiting your estate planning documents should be on
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Q&A with Loraine: My brother lives with my elderly mother who has dementia. He recently convinced her to write a new Will. Can I contest it?
Question: My brother lives with my elderly mother who has dementia. He recently convinced her to write a new Will. How can I contest it?
Q&A with Loraine: We own an RV jointly, but we’re separated and my husband claims it’s his. Whose RV is it?
Question: My husband and I bought an RV with our money. He now has Alzheimer’s disease and has gotten aggressive; therefore, we are separated, and
A Worksheet for Preparing Your Will
If you’re just starting the estate planning process, this worksheet may be useful as you prepare to meet with an estate planning attorney. Items to
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Q&A with Loraine: One of my children is irresponsible with money. What is the best way to provide for him in my Will?
Question: My son has had a history of making poor financial decisions. I don’t want to leave him out of my Will, but I’m worried
