Estate Planning is essential for many reasons, which are set forth in prior articles. Links to these articles are set forth at the end of this article. This series focuses on how an Estate Plan could be challenged. This series shows the importance of doing Estate Planning in the right way. The first article in […]
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Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
This week I’m sharing a blog from the office of Mike Wakshull, a forensic document examiner. I’ll be sharing blogs from Mike Wakshull in this space from time to time. Now, here’s the blog from Mike Wakshull: Blog Author: Mike Wakshull, MS, CQE, CISA, PMP You see an unfamiliar signature on a will or trust […]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Estate Planning is critical to making sure your wishes are carried out. This series focuses on how an Estate Plan could be challenged. This series will show the importance of doing Estate Planning in the right way. The first article in the series looked at formal requirements. This second article focuses on undue influence. Undue […]
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
Estate Planning is essential for many reasons, which are set forth in prior articles. Links to these articles are set forth at the end of this article. This series will focus on how an Estate Plan could be challenged. This series will show the importance of doing Estate Planning in the right way. This article will focus […]