People often put no-contest clauses in their wills because they don’t want their family members or others fighting over what they see as an unfair division of assets. These clauses may state that anyone who contests a will and tries to invalidate all or part of it is disinherited completely. This can, understandably, make a […]

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Do you wish you could exert more control over the choices your child made in their lives and as they progress through adulthood? If so, you may find that an incentive trust can help ensure that happens. These types of trusts have become increasingly popular among estate planning clients in recent years because of their […]

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There is more to estate planning than understanding what will happen to your assets upon your death. Forget about this for a second and turn your attention to incapacity planning. It doesn’t matter if you are thinking about your own future or assisting a loved one who is going through a tough time, you need […]

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Less than a year after the sudden death of Alan Thicke, the popular actor’s two sons are embroiled in a legal battle with Thicke’s widow over his living trust and the terms of his prenuptial agreement with his third wife. The 69-year-old, perhaps remembered by most people as the affable dad on the 1980s comedy Growing […]

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Just because you prepare a will and other estate plan documents that are legally valid doesn’t mean that there won’t be conflicts among heirs, including siblings. If parents leave their home, for example, to just one of their children, the others may be hurt and angry. In a letter recently published in The New York […]

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When it comes to inheritances and estate plans, if the person who dies creates a legally valid estate plan, then this plan — in conjunction with California law — will dictate the dispensation of the estate. It doesn’t matter if you’re the wife, the son or the lover of the decedent, you are not entitled […]

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One of the more common estate planning questions that clients ask about trusts is whether their home can be placed into it. You can continue managing your assets if you place them into a family or living trust. However, there are certain conditions that must be met to do so. If you or your spouse […]

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