Randall’s estate plan was a disaster. He’d drafted a will in 2008, never updated it, and passed away in 2024 with a substantial estate. His wife, Spencer, was shocked to learn that due to the sunset of the 2017 Tax…
Randall’s family was devastated when his father passed away unexpectedly while vacationing in Italy. He’d always intended to create an estate plan, but never got around to it. What Randall didn’t know was that his father *had* executed a will…
Dimitri’s parents passed away unexpectedly, leaving him a substantial inheritance. His aunt, named as guardian in their will, quickly discovered the court required a $123,789 bond before she could access the funds to manage his care and education. This unexpected…
Randall’s daughter, Emma, discovered a handwritten will tucked inside a dusty shoebox after his passing. Unfortunately, the will hadn’t been updated since his divorce 15 years prior, still naming his ex-wife as the primary beneficiary. The ensuing legal battle cost…
Geraldine’s estate plan was a disaster. She’d drafted a will herself, using an online form, and failed to update it after her divorce. The will named her ex-husband as executor, and he promptly used his position to delay distributions, run…
Randall’s ex-wife received a $123,892 distribution from his estate because he never updated his beneficiary designations after their divorce. He assumed his will controlled everything, but retirement accounts and life insurance policies passed directly to his named beneficiaries, regardless of…
Randall’s estate plan was a mess. He’d named his daughter, Marti, as Successor Trustee, but hadn’t updated the Trust since his divorce. Marti discovered a significant discrepancy in the asset distribution, and the beneficiaries—Randall’s ex-wife and new partner—immediately filed suit….
Gideon’s estate plan was a disaster. He’d meticulously drafted a will leaving everything to his biological children, but Gideon had remarried years ago and had a stepchild, Erika, whom he’d raised since Erika was five. Gideon never updated his will….
Bartholomew’s estate plan was a disaster. He’d drafted a will years ago, then made a few changes with an online form, signing a “codicil” he found on the internet. When he passed away, his family discovered the codicil was improperly…
Haley, a widower in his late 70s, recently updated his estate plan with a new will. His son, however, convinced him to make a substantial gift to a new business venture the son was starting. When Haley passed away, his…
