Monthly Archives: April 2014

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Oscar Winners Teach Five Lessons On Estate Planning

Estate Planning, Rich & FamousApril 16, 2014

The 2014 Oscars are complete. Trial & Heirs looks back at past Oscar winners like Philip Seymour Hoffman, Elizabeth Taylor, Heath Ledger, Frank Sinatra, and Marlon Brando. Their estates illustrate important estate planning lessons that everyone can benefit from — even those who aren’t walking the red carpet at the Oscars. 1. Philip Seymour Hoffman Estate…

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Florida Estate Dispute Caused by ‘E-Z Legal Form’ is a ‘Cautionary Tale’

Estate Planning, Litigation, ProbateApril 8, 2014

Ann Aldrich used an “E-Z Legal Form” when she made out her will in 2004, a decision that proved to be a good choice for two nieces who cited the document’s lack of a residuary clause. In a decision issued last week, the Florida Supreme Court ruled for the nieces, though they weren’t mentioned in…

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Dear Abby, Thank you again for your help. I was pleased with your expertise, speed, and professionalism. I certainly will be calling you again if I need any help in the future.

J. G.Client

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M. S.Client

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L. A.Client

My wife and I were thinking about our family and how we could help our two boys if anything were to happen to us. We found Ms. Neal through a friend of ours and she was kind enough to walk us through the estate planning process and answer our questions with ease. She respected our wishes and valued our input. She made the process a lot easier than we thought. I definitely would recommend her if you are looking for someone to help with your estate planning needs.

K. D.Client

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K. M.Client

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L. M.Client