To challenge the beneficiary designation in a will, you must have standing. That is, you have something to gain from the outcome of the case. If you have standing you can challenge the designation within 6 months after the will is filed in probate court. Usually, challengers include: Spouses. Ex-spouses. Family members who are excluded […]
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People create estate plans to help protect their assets and to ensure that they are distributed according to their wishes, even after they pass away. Estates are, however, still subject to taxes, which can leave heirs and beneficiaries with much less than they anticipated. Fortunately, there are a few different strategies that testators and trustors […]
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Often, in an effort to avoid the probate process and potential will contest, individuals establish trusts, where a third party, or trustee, is authorized to hold assets on behalf of a beneficiary. In most cases, the person creating the trust will remain in control of the assets in that trust until he or she becomes […]
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Life is unpredictable, which can make it difficult to plan for the future. When it comes to estate planning, however, there are steps that we can take to help protect ourselves in the event of physical or mental incapacity. To learn more about putting a contingency plan in place to help protect your own interests, […]
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