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Estate Planning After a Dementia Diagnosis

Ideally, estate planning is completed before a health crisis or dementia diagnosis. But a diagnosis doesn't necessarily mean it's too late. If a loved one has recently been diagnosed, it's important to find out what can still be done before those options become more limited.

August 17, 2026
What is an Executor?

The Executor of an Estate is the individual named by the Decedent in his or her Last Will and Testament to act on behalf of the Estate. The Executor is entrusted with the responsibility of making sure the Decedent’s last wishes are carried out with regard to the disposition of the Decedent’s property, assets and possessions.

October 3, 2016
Estate and Gift Tax Planning

It is not unusual for a client to contact me and ask to review their estate plan. This may be precipitated by a recent diagnosis or simply by the passage of time. I have a checklist that I use when reviewing an estate plan if they have a taxable estate.

September 19, 2016
The Dangers of Preparing a Will Online

Using an online service to prepare your will can result in costly mistakes and may altogether fail to properly transfer your assets. Even if you have a relatively simple estate and plan to leave all your assets to your spouse or children, an estate planning attorney provide for family situations that an online will cannot.

September 12, 2016
What is Probate?

What is probate? When a person dies and leaves a Will, and there are assets in the Decedent’s individual name that do not pass by operation of law, there is a legal process that takes place that is called probate.

August 19, 2016
Do I Need a Health Care Proxy

Do I need a health care proxy? Could my husband make medical decisions for me if I couldn’t make them for myself?

August 15, 2016
Updating Your Estate Planning Documents

Consider this scenario: An individual executes a will in 1995. The Will leaves all of his personal property (household furnishings and other personal effects), to his friend who is also the named Executor. The rest of his estate he leaves to his two sisters. When he died in 2012, his two sisters had predeceased him.

July 25, 2016
Trusts and Chronic Medicaid

My father is about to enter a nursing facility. He may have to spenddown some of his money in order to qualify for Medicaid. I was told that he could pre-pay his own funeral and he may be able to pay for his children’s funeral as well. Is this true?

July 8, 2016
Can I Resign or Decline Being an Executor?

My sister recently passed away and I just found out that I was named executor of her Will. I am really busy with my job and family and really do not want to serve. Can I decline or resign from being executor?

July 6, 2016
To Probate or Not to Probate

While discussing an estate plan with a client, she stopped me and said “What is probate.” Sometimes we forget to explain the simplest concepts. Probate is the process by which a Last Will and Testament is given effect.

June 29, 2016
Do Not Resuscitate (DNR) Orders

My dad signed a DNR when he was recently admitted to the hospital. Will this be effective when he is discharged back to his home?

June 3, 2016

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Thought Leadership

Partner Britt Burner, Esq. explains how often to review your estate planning documents and the life changes that may prompt a review.

May 1, 2024 Read Article