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September 2009 Newsletter — Beneficiaries can work together to fulfill a decedent’s wish.

by JAlanCampbellLaw | Sep 1, 2009 | Estate Administration, Gift, Gift Tax

How to carry out the decedent’s wish — 101.   I bet many of you have heard some variation of the following . Aunt Lucy had no kids of her own but she had a bunch of nieces and nephews – seven of them in fact.  She loved them all but she was particularly close to her...

May 2009 Newsletter — Designating minors as beneficiaries is an all too common mistake.

by JAlanCampbellLaw | May 1, 2009 | Beneficiary designations, Estate Planning, Minors/children

What’s the worst mistake you can make with beneficiary designations? Naming your estate?  Naming nobody?  Actually, the worst mistake you can make is naming minors as beneficiaries.  Believe me, people do this; I know from several bad experiences (fortunately not my...
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