Case Studies – Powers of Attorney and Advance Medical DirectivesApril 22, 2024Team TREELWhat could happen if you don’t have powers of attorney and advance medical directives: A…Read More
Case Study: The Importance of Choosing the Right Executor for Your EstateMarch 22, 2024Team TREELOver the course of several years, Joan Adams* (an elderly woman) developed a close friendship…Read More
Rumor v. Reality No. 4: Using a Revocable Living Trust to Avoid ProbateApril 21, 2023Team TREELRumor: “Probate should be avoided, so I will create a revocable living trust.” Reality: In…Read More
Estate Planning with an Alzheimer’s or Dementia DiagnosisNovember 18, 2022Team TREELIn the early stages of Alzheimer’s disease and related dementias, a person likely retains the…Read More
Disinheriting: No Love, No GiftSeptember 9, 2022Team TREELIn a classic Ann Landers advice column, an estate planner states bluntly: “An inheritance isn’t…Read More
Singer Naomi Judd’s Will Includes Unusual ProvisionsAugust 12, 2022Team TREELWhen country singer Naomi Judd’s Will became public after her April 30 death, it was…Read More
A “Financial Love Letter”July 29, 2022Team TREELA father in his 70s gave his daughter a file he titled “financial love letter.”…Read More
Four Critical Estate Planning Documents for LGBTQ CouplesJune 6, 2022Team TREELWhile the right for LGBTQ couples to marry is relatively new, it is important not…Read More
Moving Out of State: Put Your Estate Plan on Your Packing ListMay 5, 2022Team TREELThe couch is too big for your new living room and that table lamp just…Read More
No Heir Estate PlanningApril 25, 2022Team TREELIf you don’t have children, a spouse or other close friends and family, it is …Read More
Case Study: Sticky Notes Can’t Replace a WillMarch 1, 2022Team TREELWhen Zappos.com CEO Tony Hsieh died, the multi-millionaire did not have a Will or estate…Read More
Case Study: Unequal Inheritance Leads to Will DisputeSeptember 3, 2021Timothy RiceWhen Joseph* died at age 98, his Will left unequal inheritances to his four children.…Read More