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Estate Planning › Executors

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Lerch, Early & Brewer

Ten Reasons Why You Should Prepare a Will

Lerch, Early & Brewer on

Creating a last will and testament is the first step in creating an estate plan – a critical planning tool to ensure that your wishes are honored and that your loved ones are cared for after your death....more

Winstead PC

Court Affirmed The Removal Of An Executor For Gross Mismanagement

Winstead PC on

In Gordon v. Gordon, a couple created a revocable trust and named a friend, who provided financial advice, as successor trustee. No. 03-22-00454-CV, 2024 Tex. App. LEXIS 3611 (Tex. App.—Austin May 23, 2024, no pet. history)....more

Kohrman Jackson & Krantz LLP

Are You Ready for National Make-a-Will Month? Ten Essential Questions You Need to Answer

Kohrman Jackson & Krantz LLP on

August is “National Make-a-Will” Month, the perfect opportunity to seriously consider your estate plan. Many delay this crucial task due to common misconceptions about what an estate involves. Here, we delve deeper into what...more

Lippes Mathias LLP

Understanding the Role of an Estate Representative and Choosing the Right Individual for your Estate Plan

Lippes Mathias LLP on

Once you have taken the essential step in formulating your estate plan, you must name an executor of your Will. Whom should you designate for this significant role, and what is expected of them?...more

Winstead PC

Court Affirms Summary Judgment For An Executrix’s Estate Based On Limitations

Winstead PC on

In In re Estate of Maun, a brother sued his sister’s estate for her performance as executrix of their mother’s estate since the late 1980s. No. 13-22-00576-CV, 2024 Tex. App. LEXIS 52 (Tex. App.—Corpus Christi January 4,...more

Adler Pollock & Sheehan P.C.

A Difficult Decision: Choosing the Right Person to Be Your Estate’s Executor

Adler Pollock & Sheehan P.C. on

The executor of your estate acts as the quarterback of your estate plan. This person calls the shots for your estate and passes it through probate. Just like a football team scouting a quarterback, the decision about who to...more

Rivkin Radler LLP

Wendy and Jen Wreck the Movies: Baby Mama (2008), or What Not to Leave to Chance When You Are Expecting

Rivkin Radler LLP on

Kate Holbrook discovers that her chances of becoming pregnant are drastically reduced. Kate considers adoption, but a misguided social worker convinces her that her chances of being approved as an adoptive parent are limited...more

Dunlap Bennett & Ludwig PLLC

Do I Need A Will Or Living Trust In Washington State?

Dunlap Bennett & Ludwig PLLC on

Choosing between a will and a living trust in Washington state can be confusing for various reasons. You may feel that you don’t know which estate planning tool will help you manage your financial portfolio or complex assets....more

Dunlap Bennett & Ludwig PLLC

Why You Need A Will In Washington State

Dunlap Bennett & Ludwig PLLC on

The estate-planning process can be stressful and unpleasant. Many people put drafting a will off because they don’t want to think about leaving their loved ones behind. In some cases, people think they don’t need an estate...more

Lippes Mathias LLP

Maintaining Your Legacy: The Importance of Regularly Reviewing Your Estate Plan

Lippes Mathias LLP on

One of the most common questions raised by clients is: how often should I update my Will? The answer to this question must be examined on a case-by-case basis and is heavily dependent on each client’s ever-changing present...more

Lippes Mathias LLP

Considerations When Choosing Between a Trust vs. Will Estate Plan

Lippes Mathias LLP on

There are a number of considerations to make when deciding whether to proceed with a Will-based estate plan or a trust-based estate plan. First, as a general matter, there are two ways in which your estate can be distributed...more

Ward and Smith, P.A.

Protecting Your Family Business for When Marriages End

Ward and Smith, P.A. on

Love may be eternal, but all relationships on this earth are guaranteed to end at some point. In fact, we know with certainty that every marriage is going to end in one of two ways, either by death or divorce....more

Allen Barron, Inc.

Why Do You Need Estate Planning?

Allen Barron, Inc. on

Why do you need estate planning no matter where you live, but especially in California? What is estate planning? Isn’t estate planning just for people with a lot of money, property and wealth? Why should someone just...more

Hendershot Cowart P.C.

Alternatives to Litigation in a Will Contest or Probate Dispute

Hendershot Cowart P.C. on

When conflict arises in the settling of an estate – especially a high-net-worth estate – the parties involved may look to the courts to help resolve the dispute. Litigation is one way to settle probate disputes, but it is...more

Dunlap Bennett & Ludwig PLLC

Estate Planning: What You Should Consider

Dunlap Bennett & Ludwig PLLC on

While many think that crafting an estate plan like a will or a trust is a relatively straightforward matter, numerous considerations go into making an effective estate plan to provide for your loved ones....more

Adler Pollock & Sheehan P.C.

No Time Like the Present: Address Top Estate Planning Priorities Today

Adler Pollock & Sheehan P.C. on

When it comes to estate planning, consider taking a page out of the Boy Scouts Handbook: Be prepared. The last thing you want is for your family to be scrambling to pick up the pieces after your death. Of course, you’ll need...more

Winstead PC

Texas Court Approves Accounting In An Estate Dispute

Winstead PC on

In Many v. Ridgely, a decedent’s son and daughter were beneficiaries of her estate. No. 03-21-00520-CV, 2023 Tex. App. LEXIS 8189 (Tex. App.—Austin October 27, 2023, no pet. history)...more

Lippes Mathias LLP

Avoiding Probate in New York: Benefits of Planning Ahead

Lippes Mathias LLP on

What is the Probate Process in New York? Probate is the formal legal process that gives recognition to a will and appoints the executor or personal representative who will administer the estate and distribute the...more

Warner Norcross + Judd

When Can the Probate Court Bypass a Nominated Personal Representative in a Will and Appoint Someone Else?

Warner Norcross + Judd on

As background, according to MCL 700.3203(1), a person named in a will to serve as personal representation has priority of appointment unless that person is disqualified. A person is disqualified if they are unsuitable to...more

Rivkin Radler LLP

Disclaiming to Save Taxes

Rivkin Radler LLP on

It’s not enough for the founder of a closely held business to have successfully established the business. The business has to grow, not only to increase profits, but also to make it more competitive and to diversify its...more

Dunlap Bennett & Ludwig PLLC

Things To Consider When Creating An Estate Plan

Dunlap Bennett & Ludwig PLLC on

When thinking of creating an estate plan, here are a few things to consider before finalizing your final wishes: Should you create a Will or a Trust? The essential difference between a will and a trust is that a...more

Rivkin Radler LLP

Estate Planning After Death: 20/20 Hindsight

Rivkin Radler LLP on

Did you know that actions can be taken after you die (i.e., post-mortem) to achieve the best results possible for your testamentary plan? Some estate plans are intentionally structured to give your beneficiaries and your...more

ArentFox Schiff

Estate Administration – The Not-So-Hidden Exception to Self-Dealing Prohibitions

ArentFox Schiff on

Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families....more

Bowditch & Dewey

Estate Planning for Child-Free Adults

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DURING YOUR LIFE - When preparing your estate plan, it is of utmost importance to ensure that you have documents in place so your spouse or another trusted individual can make medical and financial decisions on your...more

Barnea Jaffa Lande & Co.

Amendments to the Israeli Succession Law

Barnea Jaffa Lande & Co. on

New amendments to the Israeli Succession Law came into effect recently. These amendments aim to alleviate the bureaucratic burden involved both in issuing probate orders or inheritance orders and in supervising estate...more

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