Recent Posts in Wills Category

  • A Lesson From Phillip Seymour Hoffman

    || 10-Mar-2014

    For Clients, Advisors and Community. My staff will tell you that I take pride in writing my own blog articles. I don’t have a ghost writer and I don’t buy a service. This very recent article in “Wealth Management” quoted below is so well written that I can’t possibly do better. Large parts of this blog are taken directly from that article. (“Keeping Up with ...
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  • Sylvia had her estate plan drafted. It was a revocable trust and pour over will. The terms of the trust provide that upon her death, the assets are to be divided between her two daughters, Alicia and Olivia. She made it clear that she wanted everything divided 50/50. The trust was funded with six different bank accounts. She didn’t tell her attorneys about one account. It was a $200,000 ...
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  • Where Is the Original of Your Will?

    || 14-Sep-2011

    For Clients, Community, Professional Advisors. At least once per year (and sometimes more often) we receive a phone call from the children of one of our clients. It sounds like this: “Dad died yesterday. We’re trying to find the original of his will (and/or trust). Does your office have it? Might you know where it is?” In a recent case, three different copies of a will showed up ...
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  • For Community, Clients, Advisors In the first installment of this blog series, I described how, for one family we recently represented, procrastination caused unnecessary delay, expense and worry that their objectives would not be achieved. In the second installment, I discussed a case currently in my office where delay and a reliance on joint tenancy property caused husband and wife’s ...
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  • For Community, Clients, Advisors In the first installment of this blog series, I described how procrastination caused unnecessary delay, expense, and worry for one family we recently represented. Here is another. What I now describe is a matter in our office right now. I have the family’s permission to write and publish this expressly for the purpose of helping other families. Phyllis and ...
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  • The High Cost of Procrastinating (I of III)

    || 22-Mar-2011

    For Community, Clients, Advisors In the last year or two, our firm has represented three families who have come to us under circumstances where it was too late for us to help them plan. I’d like to tell you a little bit about each of their experiences, in hopes their lessons can save you some unnecessary troubles. Here’s the first example. More will follow in each of my next two blog ...
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