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Category Archives: Probate
Ohio Court Approves Will Written on Samsung Tablet
Originally posted on Marshall's Oklahoma Law Blog:
An Ohio Judge has allowed the admission of a will that was written with a stylus on a Samsung Tablet. According to the man’s two brothers, the decedent had no paper, and…
Posted in Estate Planner, Estate Planning, Probate
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Why do families fight over an inheritance?
After 28 years+ of experience settling estates and trusts, I could tell many stories about family disputes over an inheritance. Even in families that otherwise seem perfectly functional, things can get weird very quickly after the death of a patriarch … Continue reading
Estate Planning for Digital Assets
Oddly, Idaho and Oklahoma are the only two states that have statutory provisions for the probate of digital assets. Increasingly, estate planners are going to need to consider ways to protect and pass along digital assets. Here is a great … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Digital assets, estate planner, estate planning, heirs, inheritance, probate
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Cost Basis Research
For the accountants and attorneys out there, here is a link to a great resource for researching the cost basis of investments. I’ve done this manually many times in the past and its quite a chore, particularly where there are … Continue reading
Posted in Estate Planner, Estate Planning, Probate, Trust Administration
Tagged Cost basis
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Fighting over Mom’s Stuff
Ugh…kids at their worst. When a parent dies and the children are faced with dividing up the possessions, things can get ugly. But by taking certain steps, the survivors can avoid family warfare. How to avoid fights over Mom’s stuff
Posted in Estate Planning, Executor, heirs, inheritance, Probate
Tagged estate planning, Executor, Heir, heirs, inheritance, probate
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Advice for Executors: Get Help
Having cleaned up many messes created by people with good intentions, I highly recommend individual executors, personal representatives, and trustees obtain and follow the advice of qualified advisers. Estate Executors: An Honor…and a Pain
Posted in Executor, fiduciary, Probate, Uncategorized
Tagged Beneficiary, Estate, Executor, fiduciary, Heir, heirs, inheritance, Last Will and Testament, Personal Representative, probate, Trust, trustee
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DIY Wills
One’s written and properly executed Last Will and Testament is assumed by the law and by courts to be the written expression of the testator’s intentions regarding his or her estate. Even when its clear to the family and others … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged estate planning, EstatePlanning, intestacy, Last Will and Testament, Testator, Wills
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Family Feud
Family probate fight meets country music. Enjoy this new song by the Pistol Annies (imho not catchy enough to be a hit, but the content fits this blog). I posted the link to the version that gives the lyrics. Family … Continue reading
Posted in Estate Planner, Estate Planning, heirs, inheritance, Probate
Tagged Estate, Estate administration, estate planning, Executor, heirs, inheritance, probate, Wills
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Understanding Probate
A recent article written by Kimmer Callahan describing basic Idaho probate. Helping to Understand Probate
Posted in Estate Planning, Executor, fiduciary, heirs, Idaho, Probate
Tagged Estate administration, estate planning, Executor, heirs, Idaho probate, inheritance, Last Will and Testament, probate, Wills
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Estate Litigation Epidemic
For those of you in the wealth management arena, this article should get your attention. One of the assertions is that the bulk of estate litigation is the result of mistakes by estate planners. http://estateplanning.wealthcounsel.com/bid/69634/Epidemic-in-Estate-Litigation
Idaho Trustee 