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Category Archives: Estate Planning

Will8

Vaguely Worded Wills and Vaguely Defined Relationships Make for a Bad Estate Planning Strategy

By Tobin O’Connor & Ewing |

If you are back on the dating scene in your golden years, you might be pleasantly surprised to find that late-in-life romance is refreshingly free of much of the drama that plagues young couples’ relationships. If you and your new sweetie are both retired and have grandchildren, you are automatically immune to the disputes… Read More »

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EstPlan12

The Castruccio Case: A Dispute Over a Codicil to a Will

By Tobin O’Connor & Ewing |

As long as you are alive, the terms of your will are not set in stone. Revising one’s will at least once is the rule rather than the exception. For this reason, disputes sometimes arise when family members or other people listed as personal representatives bring differing versions of the will to court for… Read More »

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Coronavirus2

What the Coronavirus Economic Panic Means for Your Estate Plan

By Tobin O’Connor & Ewing |

Even if you are an expert at avoiding media hype, you can’t avoid noticing that the novel coronavirus, COVID-19 has almost everyone worried, even though only a few cases have been reported in the United States. In crowded places like malls and Metro stations, you probably see more people wearing surgical masks than you… Read More »

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ElderCouple

When Your Children Don’t Want to Inherit Your Personal Items: An Estate Planning Guide to Decluttering

By Tobin O’Connor & Ewing |

In the field of estate planning law, there is much talk of reducing the value of your probate assets, and therefore reducing the estate taxes, by giving your heirs part of their inheritance while you are alive. Ways to do this include transferring assets to a trust, transferring the title of a house to… Read More »

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Planning

Communicate Openly with Your Spouse About Your Estate Plan, Even If You Keep Your Finances Separate

By Tobin O’Connor & Ewing |

In some ways, a second marriage later in life can be refreshingly drama-free. You have gained enough wisdom not to fall victim to the insecurities that can lead you to have major battles with your spouse about minor slights. You can be each other’s confidante and emotional support when co-parenting your children with your… Read More »

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EstPlan9

Difficult Decisions: Estate Planning to Provide for Troubled Relatives

By Tobin O’Connor & Ewing |

You know you are officially an adult when you look at your pay stub and, instead of daydreaming about using what is left after your bills to splurge on purchases for yourself, you imagine saving it for your children, even if you do not have children yet. One of the happiest moments in a… Read More »

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EstPl

Paterakis Estate Dispute Highlights the Difference Between Probate and Non-Probate Assets

By Tobin O’Connor & Ewing |

When a person dies, their estate goes through a judicial review process called probate, but the estate may not include everything the deceased person owned when they are alive. The main purpose of probate is to carry out the instructions in the deceased person’s will; if the person did not leave a will, then… Read More »

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EstP1

Widow of Maryland Novelist Sues Executor of Husband’s Will Over Estate Taxes

By Tobin O’Connor & Ewing |

The type of dispute over the estate of a deceased person that attracts the most media attention is the disputes between a wealthy man’s widow and his children from a previous marriage. The tabloid press and its successor, clickbait journalism, often play up the drama of the acrimonious relationship between a stepmother and stepchildren… Read More »

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Planning2

Estate Planning for the Recently Divorced

By Tobin O’Connor & Ewing |

If you made an estate plan in which you provided generously for your spouse, or one in which you and your spouse mutually agreed to leave more assets to your children from previous marriages than to each other, the news that your spouse wants a divorce probably upends your world even more than it… Read More »

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EstatePlanning2

Incentive Trusts: Proceed with Caution

By Tobin O’Connor & Ewing |

You love your children, but they are terrible at managing money. When they were little, you dreamed of the day when they would be financially independent, but now that you are thinking about estate planning, you are starting to realize that the money you planned to leave to your children will be gone in… Read More »

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