Clients often tell us they want to keep their home in the family. Often they tell us that they want to make sure that their offspring will always have a place to live. Sometimes they worry about one child’s ability…

With the rise of globalization, multinational families are becoming more and more common. When family members reside or own property in more than one country, unexpected issues could arise in your estate planning or probate. For example, just last month,…

We’re nearing the end of October, which means it’s almost Halloween. To be on theme, we tried to keep this newsletter spooky with stories of mysterious wills, lessons from celebrity estate plans, and the scariest topic of all– probate.
Mystery …

You’ve probably heard about the horrors of probate. It’s time consuming, expensive, and invasive. While the process does have it’s shortcomings (although these may not be as bad as you think), there are benefits to probate too.
Just…

In 2012, New York County Surrogates Court released their opinion for JP Morgan Chase Bank, N.A. v. Marie H. This case is now a decade old. Unlike most of the stories we relate here, it is not an appellate decision. But…

If you have been named guardian of an incapacitated adult in Arizona, you need to file an annual guardianship report. A guardianship refers to the legal process utilized when a person can no longer make or communicate safe or sound…

The last Sunday in September is already here, which means it’s time for this month’s wrap-up. The September wrap-up includes updates on Senator Feinstein’s trust battle, estate planning for digital assets, and a new proposal for nursing house staff minimums.…