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Home Archives for will

Phil Keenan January 9, 2020

Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, invalid, trust, will

Phil Keenan January 2, 2020

Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the third part of a series of articles on ways an Estate … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, fraud, trust, will

Elizabeth D. Mitchell December 26, 2019

Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is the second part of a series of articles on ways an Estate … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence

Filed Under: Estate Planning, legal education Tagged With: estate planning, trust, undue influence, will

Elizabeth D. Mitchell December 19, 2019

Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

An Estate Plan is an essential part of your planning process. But there are ways an Estate Plan can be challenged as being invalid. This is part of a series of articles on ways an Estate Plan might be … [Read more...] about Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements

Filed Under: Estate Planning, legal education Tagged With: estate planning, invalid, trust, will

Elizabeth D. Mitchell December 12, 2019

The Questions of Estate Planning, Part 6: Why

People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part 6: Why

Filed Under: Estate Planning, legal education Tagged With: estate planning, incapacity, trust, will

Allison Gray December 5, 2019

The Questions of Estate Planning, Part 5: How

People often have questions about Estate Planning. This is the fifth in a series of articles addressing those questions. This fifth article addresses “how” to do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part 5: How

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, incapacity, trust, will

Phil Keenan November 28, 2019

The Questions of Estate Planning, Part 4: Where

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part 4: Where

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, estate planning attorney, move, trust, where, will

Phil Keenan November 28, 2019

The Questions of Estate Planning, Part 3: When

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part 3: When

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, incapacity, trust, will

Phil Keenan November 21, 2019

The Questions of Estate Planning, Part 2

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to … [Read more...] about The Questions of Estate Planning, Part 2

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, questions, trust, will

Phil Keenan November 14, 2019

The Questions of Estate Planning, Part I: Who

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part I: Who

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, questions, trust, will

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News

Joint Tenancy Problems in Estate Planning

Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to … [Read More...] about Joint Tenancy Problems in Estate Planning

Dynasty Trusts

What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read … [Read More...] about Dynasty Trusts

Biden Administration Could Reduce Estate Tax Exclusion

Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn … [Read More...] about Biden Administration Could Reduce Estate Tax Exclusion

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