When a loved one passes away, the distribution of their estate is often handled through probate or trust administration. Heirs and beneficiaries expect a fair and transparent process, but sometimes defective accounting can put an inheritance at risk. Whether due to...
Results-Oriented: Creative, Strategic And Skilled Legal Techniques
Year: 2025
What is undue influence?
A person who makes an estate plan should be of sound mind and body. The contents of their estate plan should be strictly based on their own wishes and what’s legal. It’s against the law for anyone with authority or power over an individual to try to influence the...
3 things that reduce the odds of probate disputes
Probate disputes can be very complicated. They can also be highly emotional, as they tend to happen at a relatively difficult time—after a loved one’s passing. That being said, there are some steps that people can take to reduce the odds of estate disputes. Nothing...
What is fiduciary duty for an estate executor?
In a general sense, if someone has a fiduciary duty to another, it means they are expected to act in the best interests of the other party. They are not supposed to focus on their own needs or desires but must take steps to uphold the other party’s rights. In the...
Who has standing to challenge a will?
Not just anyone can challenge a will. They must have proper legal standing and a vested interest in the estate plan. In other words, they need to be affected in some way to have the legal grounds to challenge the details of the plan. Generally, these individuals fall...
Is your loved one’s private sitter financially abusing them?
The elderly are a very vulnerable sector of the population. When they can no longer care for themselves, they are especially at risk of financial exploitation by their caregivers. It’s hard to make the decision to have your loved one’s needs provided for them by a...
