Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring the plan the way that they have. Sometimes, other factors are at play and the plan doesn’t represent the testator’s true wishes, but rather, another individual’s testamentary desire. That’s undue influence and there are ways to guard against it. Read on to learn more.
- Grandparents as Parents: Planning is Critical - June 1, 2023
- An Irrevocable Trust Need Not Be Scary - May 30, 2023
- Don’t Procrastinate: Five Reasons To Plan Your Estate Now - May 25, 2023