The Estate Blog

The Dangers of Jointly Owning Property

Joint ownership of property, even within your family, can create legal problems. Consider – and remember – this story about Karl. He went to a hospital for open heart surgery. Karl decided to put his Florida condo into the names of his four grandchildren. He thought this…
Read full article

How Joint Liability Creates Estate Problems

I am talking about Joint and Several liability in an estate context today. Let’s look at the joint liability of executors, or estate trustees, in estates. Next, I‘ll give you dangers you can avoid when making powers of attorney. Estate Executors Let’s say you and your cousin…
Read full article

“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….
Read full article

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…
Read full article

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…
Read full article

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…
Read full article

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…
Read full article

Phone 416 769 - 9800 Email Us Email