Posts from April 2013:

Considering Special Needs Children In Your Will.

April 2, 2013 | Assured Income for the Severely Handicapped,Wills and Special Needs Beneficiaries

I recently had a couple come into my office who wanted to review their Wills with a view to updating them if need be. When I looked at their completed Questionnaires I noticed they had a 19 year old child who had special needs. Their previous Wills divided everything equally amongst this son and his two siblings, stating that they … More »

The Kids Will Be All Right. When Senior Parents Remarry.

April 2, 2013 | Cohabitation Agreements,Enduring Powers of Attorney,Personal Directives,Wills and Adult Children

I  frequently deal with seniors who are embarking on a new relationship after the death of a partner. Often there are adult children of a previous union and the parents are concerned about how to handle any inheritance issues. These are good questions to address before any irrevocable changes are made that might affect assets or real property.

Recently I … More »

Handling Probate When the Executor is an Ex-wife “Deemed” to Have Died Before the Deceased!

April 1, 2013 | Executors,Probate,Wills and Ex-spouses

Divorce complicates all kinds of things including how probate operates when you have named an ex-spouse as executor. Recently, I met with a mom and her adult children…the ex-husband and father had just passed away. The man’s Will predated the divorce. The Will named the mom (now the ex-wife) as the Executor and sole beneficiary with the children inheriting if … More »