Preserving Culture and Building Legacy with Genice Lee
Balancing Your Estate for Harmony
Bar Exam Toolbox Podcast Episode 326: Listen and Learn -- Intestate Distribution (Wills and Trusts)
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
Mamma Mia!: Common Estate Planning Issues for Blended Families
Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Once Removed Episode 38: The Legacy Mindset: What It Is and How to Build It
Once Removed Episode 13: It’s 5 o’Clock: Do You Know Where Your Will Is? A Lesson From Aretha Franklin
The Case of the Laughing Heirs
The Secret Child
Welcome to 'Splitting Heirs'
Ruder Ware's Elder Law Team Recognizes National Special Needs Law Month - Part 2
Law Brief: Alexis Gruttadauria and Rich Schoenstein Discuss Why You Need an Estate Plan
Inheritance Data - Digital Planning Podcast
As the new year begins, Howard S. Krooks shares insights into one of the most challenging issues many families face: navigating the complexities of family caregiving and end-of-life financial planning. His perspective is...more
Each year, I revisit the most common estate planning missteps I see in my practice. These mistakes cost families time, money, and peace of mind. If you’ve been putting off your plan, consider this your annual nudge to take...more
I recently sat down with People Magazine, Entertainment Tonight, WGN Radio, and ABC Eyewitness News to answer this question: What happens to Nick Reiner’s inheritance? California has a “Slayer Statute” that deprives a...more
Courts in British Columbia continue to evaluate when genetic testing should be used to resolve estate disputes. A recent Supreme Court of British Columbia decision in Morberg Estate (Re), 2025 BCSC 2265 provides important...more
When a person manipulates someone into changing their will, what’s a family member who finds themselves cut out of an inheritance to do?...more
My son got married recently and shortly before the wedding, a non-lawyer friend asked me if my son and his now wife had a prenuptial agreement, that I prepared, of course. My answer was no, because I didn’t see how two...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Genice Lee from Harvest Estate and Appraisals. They discuss the importance of legacy, the role of passion assets in preserving family...more
Owning property with the right of survivorship can sometimes create conflicts with the terms of a person’s will. This can lead to confusion, unintended outcomes, and even disputes. Disputes about right of survivorship...more
In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss a complex estate planning scenario from a recent article. A father of three sons, two from his first marriage and one from a later...more
Balancing numbers and relationships when business and family intersect. Family-owned businesses occupy a unique and vital space in the economy. They combine entrepreneurial drive with deep personal commitment and long-term...more
Since Congress enacted §529 of the Internal Revenue Code in 1996 which, to over simplify things, allowed people to save tax free for college, these accounts have been a popular investment vehicle. Often they are funded by the...more
I. Executive Overview - In recent years, many Iranian-Americans have faced growing uncertainty when trying to manage property or financial ties in Iran. One of the most sensitive issues is what happens when someone sells...more
Your friendly neighborhood branch banker suggests that you change all your accounts to either joint with your kids or to name your kids as beneficiaries on all your accounts (a “pay on death” beneficiary designation). She...more
As we elapse the quadricentennial of the 21st century and enter 2026, what is being called the “Great Wealth Transfer” is well underway. The Baby Boomer generation is noted for post-war perseverance, significant...more
Benjamin Franklin famously said that the only two certainties in life are death and taxes. A close third would be family squabbles over who gets the personal property when someone dies. Even a well-thought-out estate plan may...more
Welcome back to the Bar Exam Toolbox podcast! This episode of our "Listen and Learn" series focuses on the three main methods for distributing assets among heirs when someone dies intestate: per stirpes, modern per stirpes...more
The plot of the 1985 comedy “Brewster’s Millions,” starring Richard Pryor and John Candy, centers around Montgomery Brewster, a minor league baseball player who stands to inherit $300 million from a previously unknown...more
Oftentimes, inheritances are considered separate property and are not divided in divorce. That means if you received money, real estate, or other property through an inheritance that was left specifically to you, it usually...more
The UAE has established a comprehensive system of laws and registries for the draft and execution of Wills. This has been done for the benefit of the large expatriate community in the UAE who own movable and immovable assets...more
“He who comes for the inheritance is often made to pay for the funeral”.* When heirs inherit property together and can’t agree on its use, Texas courts strongly prefer dividing the land physically rather than forcing a sale,...more
What Snowbirds Need to Know About the Substantive Differences Between New Jersey and Florida in Probate Administration, Homestead Protections, and Spousal Rights...more
Speaking about death can be difficult but planning ahead brings peace of mind and protects loved ones from unnecessary stress. Having a professionally drafted will ensures your wishes are followed and your estate is handled...more
What happens to U.S. Savings Bonds with the death of the bondholder? The answer depends on who owns the savings bond and whether others are also listed as owners or beneficiaries....more
After the loss of a loved one, families often face difficult questions—especially when the terms of a will are unexpected or the person named as executor is unfit. In these situations, it’s important to know that you do have...more
Probate is the legal process of administering a Decedent’s Last Will & Testament (“Will”), whereby assets owned by the Decedent at death are distributed pursuant to the terms of their Will, or if there is no Will, according...more