Make Sure Your Client’s Will and Lifetime Decisions Are In Sync

will documentPeople expect that their property will be distributed according to their will when they die. This is generally true, but the testator may have made decisions during his or her lifetime that override the will provisions. Continue reading

When and Where Should You Define Terms in a Will

When the meaning of a term significantly affects the will’s interpretation and a misunderstanding may lead to confusion, conflict, or even litigation, consider including a bespoke definition clause. The definitions should provide the personal representative (or testamentary trustee) with clear directions for the distribution even though many years may have passed between the execution of the will and the testator’s death. Continue reading