Estate Planning: What About Digital Assets?
Well, that’s a question our grandparents never had to deal with! Now that we live so much of life in the digital space, it’s important to consider our digital assets when making estate plans….
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Court Ruling on Holographic Will in Texas
What can happen when someone dies without a will—but has left a hand written note expressing intentions for the distribution of assets? Read on to explore what happened in a recent case in Texas. Understanding…
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Confused? Learn the Difference Between Heirs and Beneficiaries
In conversation, the words “heir” and “beneficiary” are commonly used synonymously. Legally, they are not! Read on to understand the difference. If There’s A Will, There’s A… Plan for beneficiaries! In other words, in a…
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Guardians and Vaccine Decisions
How should court-appointed guardians handle decisions about the COVID-19 vaccine with their wards? Experts advise: apply the substituted judgment standard. Focus On The Ward’s Wishes and Values Carefully and respectfully making important decisions on behalf…
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An Appeal for Clarity: Consumers Win in Appellate Court
An Appeal for Clarity: Consumers Win in Appellate Court Is “100% Grated Parmesan Cheese” false advertising? Yes, said the Seventh Circuit Court, giving the appellants—consumers—a win. Deciphering The Labels What are consumers expected to reasonably…
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What If The Will’s Executor Steals from Beneficiaries?
Unfortunately, it sometimes happens. Executor bonds are an important way to protect the beneficiaries named in the will. Confronting Irregularities Ordinarily, as a will is prepared, an executor is named to administer it when the…
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Civil Court Case Appeals: Understanding the Process
The losing party in a civil court case can appeal the decision but is often required to secure an appeal bond. In an appellate court there is no jury—judges review the case for possible errors…
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What’s a Trustee To Do: Facing Volatile Markets
A trustee must follow the prudent investor rule in managing the assets of a trust. Keep in mind: this is a process-based standard—not a performance-based one. Investing Trust Assets Volatile markets present unique challenges to…
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Protecting the Vulnerable: Fiduciary Duties and Bonds Explained
Protecting the Vulnerable: Fiduciary Duties and Bonds Explained When someone cannot make sound decisions for themselves, a court can appoint a fiduciary to do so. Often, courts require fiduciary bonds to protect “the ward.” Safeguarding…
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