Pour-over wills ensure safe transfer of assets

An Alabama court recently unsealed American novelist Harper Lee’s will after The New York Times filed a lawsuit to review the document. Lee, who was 89 when she died in 2016, set up a living trust in 2011. Author of the Pulitzer Prize-winning novel, “To Kill A Mockingbird,” Lee directed that her estate – including… Read More »

Does Your 18-Year-Old Need a Will?

High school graduation season is nearly over. It’s a celebratory time when you are perhaps more mindful about ways to secure the future of your young adult children. This is an excellent time to remind our clients with graduates heading off to college this fall that while most 18-year-olds probably don’t have a will, there… Read More »

Blended Families and Your Estate Plan: How to Get It Right and Keep the Peace

The idea of “family” has changed dramatically over the last few generations. As a society, we’ve shifted away from thinking of family as a father, mother and children to one that—through divorce and remarriage(s)—can potentially comprise multiple sets of parents and offspring. Throw in the recent legalization of gay marriage and you’re looking at a… Read More »