What is an “Estate Plan?”
Question: What is an “estate plan?” Response: Estate planning lawyers use a lot of words that may be confusing to nonlawyers — will, trust, durable power of attorney, health [...]
How Often Should I Review My Estate Plan?
Question: How often should I review my estate plan? Response: It depends how old you are. Most people don’t do any estate planning until they have children. That’s when they begin to [...]
Must My Mother Sign a New Will When She Moves to a New State?
Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]
Which Governs, the Will or the TOD Beneficiary Designations?
Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]
What Happens to My Life Estate Upon My Mother’s Death?
Question: My parents gave me a life estate on the property in which my house sits. My father has passed away but my mother is still living. I have my house paid for now. Should I have the life [...]
