Should Each Child Get Equal Inheritance?
January 13, 2023
Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.
Can I Contest Dad’s Will While He’s Still Living?
January 6, 2023
The contents of a person’s will and related revocable trust cannot be challenged in court until he or she has died, Maryland’s second highest court ruled last week in rejecting a daughter’s bid to revive an undue-influence challenge to her estranged and ailing mother’s decision to write her out of her will.
Does My Estate Plan Need an ‘ePlan’?
January 3, 2023
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
How to Talk to Parents about Estate Planning
December 30, 2022
With nearly 90% of caregivers providing care to a family member, and the holidays rapidly approaching, it is an opportune time to check in with both aging family members, as well as those performing caregiving duties.
Are My Children Entitled to My Money?
December 29, 2022
Adult children may anticipate, but are not legally entitled, to an inheritance.
It Is Important to Update Your Estate Plan
December 27, 2022
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
The Basics of Estate Planning
December 14, 2022
Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about.
Can You Prevent Family Fights over Inheritance?
November 28, 2022
In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
The Benefits of a Good Estate Plan
November 11, 2022
Estate planning helps you avoid many unfortunate situations. While it can take some time and money upfront, you can avoid many worse problems later on.
What Happens When Inheritances are Unequal?
November 8, 2022
Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.