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What is a Will?

What is a Will?

If life were totally predictable, estate planning might just involve a checklist. But because life is full of surprising twists and turns, jobs change, families move, babies are born, and family members disagree after a loved ones pass…a will becomes the single best...
Ethical Wills: Passing on Values and Life Lessons

Ethical Wills: Passing on Values and Life Lessons

Ethical wills have been part of Jewish culture for centuries. The concept is simple: an ethical will is a document you pass down to your heirs regarding spiritual, ethical, and practical values. Maybe it’s the mantras you have always lived by, specific ways to...
Capacity Requirements for Creating a Will

Capacity Requirements for Creating a Will

Creating a will is all about devising assets according to the testator (i.e., the will-maker’s) true intentions. If the testator does not have the appropriate capacity to create a will, then they cannot devise assets according to their true intentions. Capacity...
No Contest Clauses: Purpose and Enforceability

No Contest Clauses: Purpose and Enforceability

POV: You create a will that you think is strong and sturdy and will stand the test of time, even when you’re gone. But… that’s not what happens. Instead, one of your beneficiaries challenges the validity of your will after you die. Yikes! What can you do to avoid this...
The Emotional Toll of Contesting A Will

The Emotional Toll of Contesting A Will

The loss of a loved one is already emotionally charged, but when disputes about their estates rear their ugly heads, the grieving process can become a hundred times more complicated. Contesting a will isn’t just about legal technicalities and the financial toll of...