Many estate-planning attorneys use a personal property memorandum (memo) for the disposition of personal property. It’s used when the attorney drafts a client’s will to allow the client to change ...

Drafting for the disposition of tangible personal property on the surface seems very simple. In reality, it can be the breeding ground for family disharmony, and in some cases, even lead to litigation ...

Q: I have started giving away some of my property that is included in my will. Is it okay to give it now? Should I update my will to remove the property that I have given away? A: It’s okay to give ...

Managing estate assets and beneficiary interests can feel overwhelming, especially when emotions run high and details matter ...