Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations
Once Removed Episode 13: It’s 5 o’Clock: Do You Know Where Your Will Is? A Lesson From Aretha Franklin
Authorization for Final Disposition
Digital Planning Podcast Episode: Family Office Technology Solutions
Digital Planning Podcast Episode: The Uniform Electronic Estate Planning Documents Act
What is a self-proving affidavit?
The Importance of Beneficiary Designations
The Renoir Spelling Bee
Basics of Estate Planning
The Case of the Laughing Heirs
Protecting Your Estate Plan from Challenges: No-Contest Clause Explained
The Secret Child
Welcome to 'Splitting Heirs'
Interview with Cody Barbo - Digital Planning Podcast
An Executor’s Guide to Administering an Estate
Estate Planning 101: The Five Most Important Clauses for Wills and Trusts
Interview with Lisa Grayson - Digital Planning Podcast
The State of Digital Assets
Global Evolution of Electronic Wills and COVID-19
Everything You Need to Know About Beneficiary Designations
Many times, remedies for the breach of a contract other than monetary damages are necessary to make a plaintiff whole...more
In the beginning of the COVID-19 pandemic, I wrote a blog post on how to create a valid will in Wisconsin. At the time, we were all stuck at home by government order, and many clients signed their wills without a notary...more
Listen to our digital planning podcast and learn about all things “digital” as to estate planning, business planning, and estate administration. Your hosts — attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide...more
The COVID-19 pandemic has highlighted the benefits of post-death planning, whilst also giving individuals the much-needed down-time to reflect on their wishes. This has brought about a flurry of requests for new wills to be...more
Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown, will guide you...more
A SPA trust can improve the flexibility of your estate plan - We live in uncertain times. There’s uncertainty about the economy as well as the possibility of tax increases to address the rising federal debt. For example,...more
The COVID-19 pandemic has focused us all on necessities and on trying to prepare for an uncertain future. This article outlines why an estate plan is one of those necessities. I Don’t Have an Estate Plan; What Would Happen...more
The New York Law Journal Alternative Dispute Resolution (ADR) Special Report - Contested matters in the Surrogate's Courts of New York are part of the trend of increasing litigation in our society. They are no less...more
First and foremost, let’s address a common misconception we’re seeing right now: a Living Will is NOT the same as a Last Will and Testament. The terms “living will” and “medical directives” are hot topics currently as many...more
UPDATE: By Order 202.48 dated July 6, 2020, the Governor has further extended prior orders permitting the use of audio-visual technology for notarization and witnessing, as provided below, through August 5, 2020....more
The rapid spread of the novel coronavirus (“COVID-19”) has sparked an interest in people all over the world to make sure their affairs are in order in case of sudden death or incapacitation. Many pet owners consider their...more
The COVID-19 pandemic has disrupted our lives and shifted our priorities in an unprecedented manner. Against this backdrop of uncertainty, though, opportunities in estate planning abound. Basic planning documents, such as...more
UPDATE: By an order dated June 6, 2020, the use of audio-visual technology for notarization and witnessing as provided below is permitted until July 6, 2020. Amid the COVID-19 pandemic, certain states are adjusting rules by...more
The COVID-19 pandemic has idled workers and the coming weeks will bring more news of business closures and bankruptcies. After a decade of sustained growth, we are facing a recession of uncertain depth and duration. The New...more
UPDATE: By an order dated May 28, 2020, the use of audio-visual technology for notarization and witnessing as provided below is permitted until June 27, 2020....more
The coronavirus (COVID-19) has impacted the lives of millions across the globe, causing the loss of loved ones and livelihoods and heightening concerns for health and personal and financial safety. In these uncertain times,...more
Nobody wants their plans frustrated or ignored by their beneficiaries, the courts or even the executors and trustees left in charge. Half a dozen new and emerging processes and laws now allow fairly easy modifications to...more
The current state of affairs reminds all of us that we live in a time of uncertainty. We must be mindful that estate plans are fluid and need to be altered to reflect current realities. Now, more than ever, clients should be...more
If you’re like most people, there is a laundry list of things you’d rather do than think about your estate plan. While it can be a challenging area to discuss, your estate plan is essential to ensure you and your family are...more
Over the past few months, life has changed dramatically for a majority of North Carolinians. Due to the COVID-19 pandemic, the need for individuals to have estate planning documents, including a will, durable powers of...more
As the Covid-19 pandemic has swept across the nation and around the world, those of us who practice in the areas of Wills, Trusts and Estates have noted an increase in calls from clients alarmed by what they are seeing on the...more
On Monday, Governor Baker signed a temporary measure into law allowing notaries to notarize documents by videoconference during the current state of emergency. This means that Massachusetts residents can—among other...more
The COVID-19 pandemic has created an atmosphere of stress of a magnitude which is virtually unprecedented in most of our lifetimes. The reality of this crisis has forced many individuals to examine what they can do to protect...more
On April 7, 2020, the Ontario government made an order under the Emergency Management and Civil Protection Act which temporarily amends the provincial legislation governing the execution of wills and powers of attorney. The...more
On April 15, 2020, Minnesota Governor Tim Walz signed into law new legislation related to COVID-19. Among many other provisions, the legislation includes a relaxation of the normal formalities for signing a Will by including...more