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What Happens When You Don't Have a Will: Dying without a will, legally, that's called "dying intestate," is not against the law. You don't have to have a will if you don't want to. No one can force you to have a will. But, if you do die without a will, depending on...

Although it is not common, people can be disinherited from estates. And sometimes, an individual wants to disinherit someone. This article addresses both sides of this issue. It was originally published on 11/20/23 online at Nerdwallet. It was written by Lee Huffman...

When I meet with clients for the first time, a common question is what goes into a trust and what does not. The question before that is – what is a trust? Let me begin with the definition of a trust and then list not only what goes into one, but also what...

I recently read the following online: "Approximately 18% of US households have a net worth of $1 million or more. This equates to roughly 23.7 million households, according to Yahoo Finance and The Motley Fool. While this figure is based on the Federal Reserve's 2022...

I haven't addressed the topic of joint tenancy in a while, so I decided to revisit it. First, a definition of joint tenancy: A legal term for an arrangement that defines the ownership rights among two or more co-owners of a property. In a joint tenancy, two or more...

A timely look at how the current tariff talks might have an impact on your estate plan. You may want to review this and decide whether you should take action. I found this article online at “NEXTAVENUE.” It was written by Rachel Leland and published on 6/30/25....

While the percentage of Americans moving out of state has slowed in recent years, it is still occurring everywhere. Whether you're being transferred by a company, downsizing for retirement, or simply seeking a better environment for your children, if you've recently...

  Being the recipient of a large inheritance can be a sad time because it usually means someone close to you has recently passed away. It is rare for a long-lost relative in a distant country to have passed away, leaving you as the sole living heir. So, while it...

As an estate planning attorney, I am asked many questions, from whether a trust is a good thing to have to if a will is essential. One question I often get from clients is how they can convince a loved one to write their will. Perhaps they have a loved one, such as a...