Eleven famous estate planning cases that went bad, really bad. Taxes, love triangles, surviving spouses, and a host of other issues impacting
A trustee checklist for the administration of a love one's affairs immediately after their death. The administration of a trust will be
Trustees can self audit accounts and banks. The banking crisis has caused lots of stress for trustees trying to meet duties imposed by law
Opening Day for baseball, Estate Planning, and Apple Pie are one in the same. Like a given season, life is unpredictable. "Play Ball"
Downsizing on behalf of your future trustee makes a lot of sense for your estate. But, doing so is challenging. Here is a quick checklist.
Spring Cleaning also applies to our Estate Plans. Here are the reasons to revisit, review, and revise planning documents.
A trust mistake often occurs with refunds and prematurely closing out accounts. When addressing time, trustees may want
Joint Tenancy is a wonderful tool for married couples because there are rights of survivorship. On the other hand, probate can require the
Siblings clash in a probate case between the Gregory brothers and their sister. In Minnesota, a conflict of interest between beneficiaries and
A Million Dollar Will was filed publicly for the whole world to scrutinize. Curious what a will looks like when you die with more than $550 million dollars?