Attorney-CPA Joe Cordell and co-host Susan Arthur highlight family feuds that can occur in the estate planning experience. They break down estate planning techniques that you can use, in order to any fighting among loved ones over an estate.
Joe and Susan break down how an estate plan that has not been updated can cause problems, as well as how expectations can cause family members to clash with one another and with the attorney caught in the middle.
Joe discusses the role that inclusion plays in the client’s motivations and how that can unintended consequences. He explains what a presumption of undue influence is and how it can shift a case, where a will is challenged.
Joe and Susan detail the responsibilities that the clients have in avoiding conflict among family members and loved ones. Joe talks about what goes into choosing who to put in charge with your decisions, if you are incapacitated, or with your estate, when you die.