Don’t Stuff Your Will Behind the Couch Cushions
The hot news recently, is that after a lengthy, expensive legal battle, a Michigan jury concluded that superstar music icon Aretha Franklin’s 2014 handwritten four pages of instructions were a valid “Will” and that it superseded her 2010 handwritten Will. Despite all her wealth and having four children, the “Queen of Soul” evidently didn’t bother to engage an attorney to prepare a formal Last...
Do you know where your Estate Plan is?
The building blocks of an estate plan are the Last Will & Testament, financial power of attorney, medical power of attorney, and various kinds of Trusts. Based on a client’s instructions, the attorney typically creates drafts for the client’s review and approval. Once the client and attorney are in sync about all of the provisions...
Tell your Executor where you’re keeping your Will
Recently I got a call from the child of a client of mine who had just recently passed away. The child was panicky because they could not locate Mom’s Last Will and Testament. Mind you, this particular Mom was a very organized person. Bills were always paid on time; the house was meticulous; papers were looked at, dealt with, and either filed, scanned or discarded. The Mom had reviewed...