Tag Archives: Undue Influence

Getting a Conservatorship Protected Their Mother

Posted on February 1, 2016 by Roger Billings

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 →






Posted in Conservatorships, Disability, Guardianships, Incapacity Planning | Tagged , , , , | Comments Off on Getting a Conservatorship Protected Their Mother

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

Posted on November 25, 2015 by Roger Billings

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 →






Posted in Best Of Blog, Estate Planning, Living Trusts | Tagged , , , | Comments Off on Best of Blog: Thanksgiving Post – How to Talk Finances with the Family

Watch Out for Undue Influence

Posted on May 21, 2013 by Roger Billings

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 →






Posted in Estate Planning | Tagged , , | Comments Off on Watch Out for Undue Influence

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

Posted on November 23, 2010 by Roger Billings

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 →






Posted in Estate Planning, Living Trusts | Tagged , , , | 1 Comment