The United States of America celebrates its independence on July 4th, but you can rest assured that you too can declare independence for your family — from court interference. Life can be unpredictable. Whether it is a financial issue, the birth or adoption of a child, sickness or incapacity, it is important to be prepared […]
On his HBO show, Last Week Tonight, John Oliver recently provided a scary, funny, and occasionally explicit explanation of how guardianship works. The video is embedded above, and we encourage you to watch it (as long as there aren’t any children around!). What is a Guardian? As explained in the video, a guardian is […]
Imagine a situation where daughter is serving as the agent under mom’s financial power of attorney. Mom’s estate plan provides that her estate will pass 40% to daughter, 40% to son and 20% to mom’s favorite niece. The main asset in mom’s estate is a nice (and very valuable) Westlake home. In order to avoid probate on mom’s death, daughter files a lady bird deed, naming daughter and son as the only beneficiaries of the family home. Does the slighted niece have any recourse?
