Month: July 2021
A will may not be enough for your estate
If you are preparing your estate plan, you want it to be as complete and thorough as possible. Perhaps you have heard that mistakes and omissions in an estate plan can result in confusion and conflict during probate, and you want to be certain to minimize the chances...
To Fund or Not to Fund… Who Is Responsible?
In a recent case, Ellerson v. Brendon F. Moriarty and the Moriarty Law Firm, an appellate court determined that it was an error to dismiss a beneficiary's complaint against an attorney who drafted a trust amendment but did not fund the trust with an asset that would...
Should your trust be revocable or irrevocable?
You may already understand that, in your circumstances, a will is not sufficient to meet your estate planning goals. In this case, you may be examining the practicality of including a trust alongside your will. Basically, a trust will hold ownership of any assets you...