» Estate Planning

The Estate of Prince – Valuation is Tricky - (Part 2)

    The Estate of Prince – Valuation is Tricky (Part 2) Last week we discussed how Prince died without a Will and several problems that that is causing in the process of estate settlement.  This week we consider another aspect of Prince… Read More
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The Estate of Prince - a Royal Mess - (Part 1)

  The Estate of Prince – a Royal Mess (Part 1) Everybody knows you should have a Will.  Although we caution our clients that having a Will alone will leave many important planning issues unaddressed, not having a Will creates a number of prob… Read More
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Power of Attorney for Estate Planning

  Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a diff… Read More
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Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem.

Banks Refuse to Honor a Durable Power of Attorney Because of a Small Name Problem. A Durable Power of Attorney (“POA”) can be a useful tool in estate planning.  In a POA, a person termed the “principal” gives legal authority to a different… Read More
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Time for a Change

We often say here at the firm that change is one of the few certainties in life. Depending on our stage of life, change can be exciting, fun, relieving, and anxiety-provoking. It is safe to say that change can be hard to endure. Older adults who have… Read More
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Dispelling a Malicious Myth: Irrevocable Trusts Aren’t Irrevocable

It’s counterintuitive, we know: irrevocable trusts are revocable (and amendable). Unfortunately, irrevocability is a malicious myth. The uninformed could spend years relying on an old, out-of-date trust that could be updated and improved without to… Read More
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My experience with Weatherby & Associates far exceeded my expectations. I remortgaged my home and showed my Estate Planning book to other law firms and they said they were the finest set of documents they have ever seen. Read More
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