Monthly Archives: February 2020

Feb 27, 2020

If your loved one’s mental health declines, you may want to step in

Your loved ones are getting older, and you know that it’s just a matter of time before they cannot make decisions for themselves any longer. One thing that you fear is that their loss could end up making them vulnerable to people who want to…

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Feb 21, 2020

Is it time to seek a conservatorship to protect an aging parent?

Growing older isn’t for the faint of heart. Aging eventually takes a toll on both the human body and the brain. It can be difficult to watch the physical and cognitive decline that occurs as your parents enter the golden years of life. Someone who…

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Feb 18, 2020

What is undue influence?

Creating an estate plan is a personal decision from the creator. They shouldn’t be influenced by other people for any reason. There is a chance that a person’s estate plan might come into question after they pass away because of a claim of undue influence.…

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Feb 18, 2020

What steps can you take if you are left out of a will?

The death of a loved one can be incredibly sad and, in some cases, a traumatic experience. However, that pain can be magnified if you discover you were left out of a will, whether you assumed or were told that you would be included. To…

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Feb 17, 2020

Removing a trustee from the family trust: What you should know

Tensions sometimes develop between the beneficiaries of a family trust and the trustee. When those tensions escalate, the beneficiaries may decide that it’s time to see if the trustee can be removed. Where can you start? Here are some suggestions: Get an order to comply: If…

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Feb 14, 2020

Undue influence: A question of power dynamics

One common reason for estate disputes is the allegation from one heir or beneficiary that someone else used undue influence on the testator and therefore convinced that person to write their will in a way that benefited someone unfairly or against the testator’s real wishes.…

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