To avoid family disputes over a will after one’s death, it’s worth taking the time now to institute steps to protect the will from legal challenges. This article details four specific steps for bulletproofing a will. A...more
8/2/2019
/ Adult Children ,
Beneficiaries ,
Best Practices ,
Estate Planning ,
Medical Reports ,
Minor Children ,
No-Challenge Clauses ,
Revocable Trusts ,
Spouses ,
Testamentary Capacity ,
Video Recordings ,
Wills ,
Witnesses
Technology enables a deceased person to express wishes to his or her assembled family from beyond the grave, but states generally require wills to be physical documents that are written, signed and properly witnessed during a...more
In This Issue:
- Stretch out estate tax on business interests
- Maintaining family harmony: Balance beneficiaries’ needs with a total return unitrust
- Is a donor-advised fund right for you?
- Estate planning...more