A CAUTIONARY TALE: THE RISK OF USING A FORM TO MAKE YOUR OWN WILL AND/OR TRUST
Estate Planning attorneys frequently hear stories about the failure of home-made estate plans. Here is one I heard recently: A man (let’s call him Carl), who was ill with a degenerative disease, moved to Florida to be near his brother (let’s call him Earl). Carl was extremely wealthy. He owned investment assets held in various […]