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October 2013 Archives

Sons sue to fulfill deceased father's plans for charitable trust

In Lee County, and elsewhere, in order to be legally valid, either the will has to be witnessed being signed by at least two people or it must be hand-written by the person himself or herself. When, for one reason or another, these requirements are not met, or there are questions about the way they were met, it could lead to problems with probate and fulfilling the last wishes of the decedent.

Judge denies request by Kasem's daughters for conservatorship

Most, if not all, readers in Lee County are aware of the importance for creating a will in order to indicate how you want your affairs handled after your death. An important estate planning detail that is often overlooked, however, is how you want to be cared for in case you become either physically or mentally incapacitated. Without a clear plan, the family of an incapacitated individual may dispute who should have the legal responsibility of caring for and handling that person’s affairs.

Complex valuations can cause headaches for estate administrators

Readers in Lee County are likely aware that a will and estate plan are often used together to express how a person wants their affairs to be settled after their death. Unless a person leaves a specific item or other specified asset to an heir, their possessions and resources are often sold, with the monetary worth going to beneficiaries as indicated. In some cases, however, it may be difficult to determine the value of a person’s assets, complicating the probate process.

Not updating beneficiary forms can negate terms of estate plan

Readers in Lee County are likely aware of the importance of having an estate plan and will in order to convey your final wishes. Among other things, a last will and testament indicates how you would like your assets distributed and affairs handled upon your death. Merely having an estate plan, however, does not ensure that all of your holdings will be dispersed as you intend.

Estate planning could reduce chance of court appointed guardian

When most people in Lee County think of estate planning, they think of the legal documents that are created in order to convey your final wishes to family members and friends. There is more, however, to planning for the end of one’s life, than just the final details. Thorough estate planning will often also include instructions for how you want to be cared for, and by whom, in the event you become incapacitated, whether due to mental illness, an accident or some other cause.