How Can a Will Be Changed?
November 18, 2024
While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.
When was Your Last Estate Plan Check-Up?
February 23, 2024
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure that it’s in good shape for when it’s needed.
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
March 13, 2023
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.