Tag Archives: Undue Influence

Getting a Conservatorship Protected Their Mother

Their mother was required to mail the organizer $2,500 to receive her prize. Conservatorships are not cure-alls or panaceas, but they do have a particularly important role in protecting vulnerable adults from being taken advantage of. A surprising discovery by two sons managing their mother’s … Continue reading






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Best of Blog: Thanksgiving Post – How to Talk Finances with the Family

Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner … Continue reading






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Watch Out for Undue Influence

The short video by Stewart Albertson at the link below discusses how undue influence can be used to overturn a will or trust. I suggest that it be used as a warning of the importance of avoiding undue influence while parents are … Continue reading






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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics

Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process.  Many parents consider a well-drafted … Continue reading






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