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I found the following article a few years ago on ListVerse.com. It is both interesting and, in some ways, amusing how being fabulously wealthy can bring special challenges and burdens. The article included a list of the top ten most vicious fights over inherited...

I hope you had a wonderful Thanksgiving holiday last week, whether you were hosting at your home, traveling to friends or relatives, or simply enjoying a long weekend on your own. However you spent it, I hope it was good. And for those who spent quality time with...

Got a minute?  I would like you to jot down any changes, big or small, that have occurred in your life since November 2022. I’ll provide a quick checklist below to get you started: Did you ... Get married or divorced? Welcome a new family member into your home?...

Between 7 and 8 million Americans move to a different state annually. Given everything involved in a major relocation, it is not surprising that many fail to update their wills and other estate planning documents after the move. That can prove to be a huge mistake...

If you're like me, this year has flown by, and now here we are, two months remain in 2025, and the holidays are fast approaching. If 2025 is the year you promised yourself you would get an estate plan done — or maybe update the one you already have —and...

The following is an informative article if you're considering working on your estate plan. I found it at Kiplinger online. Written by MP Dunleavey, and it was most recently updated on 10/29/25. "The one thing Ann J. can say for certain about her mother's estate plan...

A recent article about 2025 and 2026 Gift Tax Exclusions, found at Kiplinger and written by Kelley R. Taylor, may be of interest to you. Now is the time to make decisions and plan, so if this article is relevant to your situation, I'd be honored to help you. Please...

Just the other day, a friend mentioned that she had overheard someone say, "If you have a will, your loved ones don't have to go through probate." I am confident the individual offering that advice was NOT an attorney because that statement is not valid. But it does...

We have all seen movies where a disgruntled family member, upon discovering they have been left out of the wealthy relative's will, declares they will contest the will. It isn't as easy in real life to do that successfully. So, if you are considering contesting a will...