The Estate Blog

“Joint and Several” True Meaning Revealed

Do you find the phrase “joint and several” confusing? These are dangerous words to misunderstand. They show up frequently in various legal documents. Let me share some stories that reveal the true meaning of these words. Joint means sharing, and in this story it means shared ownership….
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Father’s Day Questions to Avoid Arguments

All happy families resemble one another, each unhappy family is unhappy in its own way. – Leo Tolstoy Here are some tips to avoid arguments over money on Father’s Day. The worst arguments happen when dad (or mom) is no longer in the picture. See which of…
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New Estate Rights for Common Law Spouses

Could you be in a joint family venture? Diane was a common law spouse suffering because of a broken promise. She came into my law office looking for help. She had lived with her common law spouse, Fred, for 14 years. They shared the purchase price of…
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Legal Costs Drowning Executors Personally

Are you are an executor caught in a challenge to a will? You need to learn the role you must play. Executors must remain neutral. You cannot take sides in a dispute or you put yourself at risk. You can be personally responsible for the legal court…
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Celebrity Estates: Was Whitney Houston Prepared?

Those who survive her may have their doubts. She never expected to leave life’s stage prematurely at 48.  As a parent it was her responsibility to have an estate plan. Regardless of your wealth you face the same questions as Whitney Houston.  Test your own preparedness by…
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Estate Planning Strategies for Everyone

“Estate Sale.”   What do you think of when you see these words? An estate sale sign is a symbol of problems you can avoid. You only need to have an effective estate plan. As a lawyer, I see this sign too often. Many times it’s in connection…
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Executor Information

Executors, do you need help? Look for Ian MacNeill’s March 2012 article “Plan Your Estate” in Zoomer Magazine. The article mentions my book Executor Kung Fu. This book explains how to be an executor in 3 simple steps. You won’t find these 3 steps anywhere else!  

Making Your Will – The 12 Critical Steps

All lawyers are not the same. Every lawyer works differently. Before you hire the wrong lawyer to make your will, do your homework. Find out what steps other lawyers will follow. Here are the steps I follow with my clients. What does it cost to make a will?…
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Target Your Estate Planning Resolutions

Here are 3 tips to target for your good intentions: #1 Don’t be overly ambitious with your estate planning. You want your goals to be manageable to be successful. Don’t expect everything can be done overnight. How about starting with a will or power of attorney? #2…
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