by amanda | Mar 25, 2024 | Uncategorized
Technological advances are accelerating workplace productivity, and this extends to the realm of estate planning case management software. When you implement the optimal solution, your practice will be revolutionized on multiple different levels. Estate planning legal...
by amanda | Mar 24, 2024 | Uncategorized
One of the most common questions raised by clients is: how often should I update my Will? The answer to this question must be examined on a case-by-case basis and is heavily dependent on each client’s ever-changing present and future circumstances….By:...
by amanda | Mar 23, 2024 | Uncategorized
During a Will contest, a party challenging a Will may assert that the Will was the product undue influence being exerted over the decedent by the party who benefited by the disputed Will. The question arises: What is what is undue influence and how can it be...
by amanda | Mar 22, 2024 | Uncategorized
Physicians and healthcare providers, like many others with demanding professions, often postpone or overlook their own estate planning and preparation. Estate planning is a fundamental process for individuals at any stage of life. It is especially important, however,...
by amanda | Mar 21, 2024 | Uncategorized
In the world of estate planning, high net worth individuals and families increasingly recognize the importance of advanced planning, including the use of supplemental needs trusts (SNTs), as a powerful tool for ensuring the well-being and financial security of their...
by amanda | Mar 20, 2024 | Uncategorized
A Beneficiary Intentionally Defective Irrevocable Trust (BIDIT) provides a unique planning opportunity because it allows a beneficiary to continue to benefit from his or her own assets while maintaining some level of control and also protecting such assets from estate...
