Here’s a quick story. A father runs a successful farm. He and his wife have two children, both boys, a couple of years apart. The boys grow up, go to college, go on to solid careers. Mom dies, dad remarries….
You hear about simple wills all the time. Usually, it means someone executed ‘just’ a will, a will that took care of everything without the need for trusts. You know, simple. We find that a lot of people also think:…
This is from a friend who was an attorney who once did a fair amount of estate planning in the late ‘90s in the Greater New York City area. Stick around for the punchline: “I had a client who owned…
We’ve come to the finale of our worst case scenario of undue influence. One case, from Massachusetts in the early 1990’s that was in actuality a step by step guide on how it happens and how it is handled in…
Last week we started our ‘worst case scenario’ post. The story of Lawrence Moretti and his lifelong friend, Rita Casoni, and the close knit neighborhood that is Boston’s North End. When we left them last week, Lawrence, in his late seventies,…
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