Estate Planning 101: How to talk about it

Estate Planning 101: How to talk about it

Rarely is it easy to approach and discuss certain sensitive issues with our loved ones, especially when it comes to matters concerning estate planning. This can be further complicated if the conversation occurs in times of good health, when matters concerning death are greeted like an approaching storm cloud on an otherwise sunny day. Far too often people are likely to either crack a joke as a means of deflection […]

How to Get a Copy of a Will Admitted to Probate in Lieu of a Lost Will

How to Get a Copy of a Will Admitted to Probate in Lieu of a Lost Will

In the matter of Lawrence P. Gillen, Sr., 166 A.3d 942 (Del. 2017) This estate action originated in the Court of Chancery with the filing of a Petition to Probate Copy of Will on May 8, 2015. The decedent, Lawrence P. Gillen, Sr., passed away on March 12, 2015. His original Last Will and Testament could not be located, so the Petitioners/Appellees requested that a copy of his Will be […]

Estate Planning Mistakes

Estate Planning Mistakes

Planning one’s estate is generally considered a worthwhile endeavor aimed at easing the burdens placed upon our friends and families once we’ve passed.  However, it is not always a simple process to undertake, especially without the help and guidance of a professional.  In particular, too often mistakes occur when a person attempts to plan their estate without proper assistance. Arguably the most egregious estate planning mistake one can make is […]

What Do Trusts and the Broncos Have in Common?

What Do Trusts and the Broncos Have in Common?

A little over four years ago, Pat Bowlen, owner of the NFL’s Denver Broncos franchise, made the decision to turn over control of the team to three trustees, due in large part to Bowlen’s advancing Alzheimer’s disease. There, the trustees established benchmarks that Bowlen’s seven children from two marriages would need to meet if one of them wanted to be controlling owner of the Broncos. Fast forward to today and […]

Seniors as Fraud Victims

Seniors as Fraud Victims

Every year, millions of elderly Americans are the target of various forms of telemarketing and internet fraud. Due in large part to seniors having a lifetime of accumulated savings, they tend to be attractive targets for financial predators. Fraud targeting the elderly takes many forms, including posing as a grandchild or IRS employee. Grandparent schemes are particularly dangerous because they play directly to emotions. One such example occurs when an […]