Last Will and Testament

Getting Organized

Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…

1 month ago

Beneficiary who accepted inheritance under Will could not bring action for tortious interference

In Chambers v. Edwards, 365 Ga. App. 482 (2022), William Chambers sued his sister, Kathy Edwards, alleging tortious interference with…

2 months ago

Everyone has a Will (Even if you don’t)

Everyone should have a Will. If you don't have a Will then your stuff might go to someone you don't…

2 months ago

Estate and Gift Tax Exclusion Amounts

The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…

4 months ago

Medicaid’s “any circumstance” test for trusts

Medicaid's "Any Circumstance" Test for Trusts In case you missed the memo, Medicaid doesn't like trusts. The rules relating to…

6 months ago

Dementia alone does not prevent someone from executing a valid Will

In Creamer v. Manley, decided March 14, 2024, the Court of Appeals affirmed summary judgment upholding the validity of a…

7 months ago

What Constitutes a Valid Will

What Constitutes a Valid Will? In Michigan, a jury found that a handwritten document by Aretha Franklin, found in her…

1 year ago

Warren Buffett Estate Planning Advice

Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…

1 year ago

Sometimes You Must Say No

Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…

1 year ago

Control: Why People Do What They Do

Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…

1 year ago