Forcing a Sibling To Move Out?
Let’s say Mom left the family home equally to all of the adult children, specifying that the child who had been living with her and caring for her in later years could stay for…
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Tidying Up: Update Your Estate Plan
When we die, our loved ones will probably find themselves with a lot to manage—along with their grief. Most families find there are papers to be located, the probate process to navigate, decisions to…
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Plan For Yourself!
Ironically, though it is trendy to talk about disruption, the disruptor that is most likely to have a massive impact on many of us —longer life spans—frequently goes without our true attention. The longer…
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Civil Procedure: Injunction Reversed
Although temporary injunctions can be useful legal remedies, enabling actions to be paused while the issues at stake are being assessed and resolved, specific rules of civil procedure must be carefully followed whenever an…
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Sticky Notes Are Not An Estate Plan
Tony Hseih died without a will in 2020, leaving behind an estate estimated to be worth hundreds of millions. The entrepreneur, most famous for leading Zappos, was known for his progressive ideas about happiness…
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Inheritance: Dividing The Money Evenly?
No, parents do not have to divide their assets evenly among their children when creating a will. Although it is common to do so, there are no laws entitling each child “to get their…
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Special Needs Grandchildren?
If you have grandchildren with special needs and hope to leave them money when you die, you’ll want to take extra care with your estate plan. Your good intentions could inadvertently result in them…
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What Exactly Is a Trust?
Whether you are up to your elbows in estate planning, or just trying to figure out how to get started, the terminology can get a bit fuzzy, hard to digest and keep straight. Short…
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Disrupting Estate Planning: Wealthtech?
How will $68 trillion in wealth be passed along to Millennials and Generation X over the next twenty-five years? Wealthtech! That’s the disruption experts say is underway as legal, financial and tech innovators work…
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