Monthly Archives: July 2025
Undue Influence Claims When the Beneficiary Was Close to the Deceased
Imagine this scenario: A single elderly man develops a close friendship with another man, a caretaker, who helps the elderly man with his day to day activities. As the elderly man becomes more disabled and frail, the helper takes a larger part in the elderly man’s life. As a thank you, the elderly man… Read More »
Survivorship Clauses and Simultaneous Death in Probate Court
When you think of leaving property to someone as part of your estate plan, you might just assume that they will be around long enough to enjoy and appreciate what you may have left them. But that’s not always the case. Sometimes, a beneficiary passes away very quickly after the deceased passes away, and… Read More »
Protecting Biological Children’s Inheritances When You Remarry
Although many of us would like the traditional fairy tale life, where we get married, have kids, and all live happily ever after as a family, that’s not always what happens. Often, our “forever” relationship ends up being a second (or third, or more) marriage. And while it is great to find your forever… Read More »
What Are Undue Influence Challenges in Probate Court?
The last thing you want when creating an estate plan, are challenges to your will or trusts. The thought of people, particularly family members or close friends, fighting endlessly, and depleting your estate’s resources, as well as the inter-familial hostility that can come with state challenges in probate court, is not something anybody wants… Read More »