When a Relative Has Dementia - Many families living with a dementia patient can find some peace and a little stability. It takes a clear understanding of what dementia is and how it can be managed. Here's some practical advice: Being reasonable and logical won't work. Your family member with …
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Wills and Trusts: Challenging Their Provisions
Wills and Trusts: Challenging Their Provisions - Emotions run high after someone dies, and that's when resentments can surface. Disappointed heirs may want to challenge the final wishes of the deceased. If they want to proceed, they need to do so on the basis of one of four legal grounds: Undue …
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Demystifying the Estate Plan
by Christine Fletcher, contributor at Forbes Magazine Demystifying the Estate Plan - What is an estate plan? Many people know it is something they need, but they aren’t quite sure what it actually is. If you are unclear about what your estate plan entails, don’t beat yourself up over it. There …
Death Bed Estate Planning Fire Drill
Death Bed Estate Planning Fire Drill - When a client walks into your office and informs you they have only a very short time to live, time is short and your planning options are more limited. General Review of Client Situation The first thing to do is what you would normally do in your …
Academy’s Fall Summit Virtually Perfect
Academy’s Fall Summit Virtually Perfect Academy’s Fall Summit Virtually Perfect - You want your estate planning to be handled by an attorney who stays current on the law. The American Academy of Estate Planning Attorneys is holding its semi-annual conference providing education and learning for its …
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