4 Tips for Avoiding a Will or Trust Contest
Fri 23 Dec, by FritzLaw on Estate Planning, Probate
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. If you are concerned about challenges to your estate plan, consider the following: Do not attempt “do it yourself” solutions. If you are concerned about an heir contesting your estate plan, the last thing you want to do …
John P. Fritz Selected As 2022 Super Lawyer Rising Star
Thu 17 Nov, by FritzLaw on Estate Planning, Firm News, Personal Injury, Probate
Attorney John P. Fritz has been selected to the 2022 Missouri & Kansas Super Lawyers Rising Stars list, an honor reserved for those lawyers who exhibit excellence in practice. Only 2.5% of attorneys in Missouri & Kansas receive this distinction.
When Is It Critical to Review Your Estate Plan, and Why?
Fri 11 Nov, by FritzLaw on Estate Planning, Probate
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time we see a doctor. Similarly, an annual planning meeting isn’t the only time you need to consider your estate plan. …
Your Personal Property Memorandum: 4 Tips for Success
Fri 22 Jul, by FritzLaw on Estate Planning, Probate
What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members. But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals? If you’d like to ensure that specific property or items in your estate are left to …
Three Proven Estate Planning Strategies
Fri 24 Jun, by FritzLaw on Estate Planning, Probate
Estate planning is complex and continually evolving. Often, affluent families are “early adopters” of the newest and best estate planning strategies. Luckily, by working with us, you can benefit from the same estate planning strategies that affluent families do. Here are a few techniques we should discuss soon. 1. Maintain an up-to-date, trust-centered plan The foundation of your estate plan must achieve your goals and needs. Wealthy people tend to utilize estate plans with all …