• posted: Jun. 30, 2025
• Joseph M. Udall
• Estate Planning
• beneficiaries,  property,  death

One of the prime estate planning goals for many people is to shift ownership of property upon their death while minimizing the hassle for loved ones who will receive those Read More

• posted: Feb. 28, 2022
• Joseph M. Udall
• Estate Planning
• beneficiaries,  transfer upon death,  non-probate assets

Probate is a legal process through which ownership of a decedent’s property passes to his or her heirs or named beneficiaries. This involves validating a will, if the person has Read More

• posted: May 18, 2021
• Joseph M. Udall
• Estate Planning
• assets,  estate planning,  beneficiaries,  incapacity planning

Phrases like “trust fund baby” make it seem like trusts are the province of the wealthy. But the fact is that they can be useful estate planning tools for people Read More

• posted: Dec. 17, 2020
• Joseph M. Udall
• Estate Planning
• beneficiaries,  will contests,  interested parties,  probate court

Will contests occur when someone challenges the validity of a will or any of its provisions in probate court. A will can be declared invalid if the person making it Read More

• posted: Aug. 30, 2020
• Joseph M. Udall
• Estate Planning
• beneficiaries,  grantor,  special needs trust

If you have a relative with special needs such as a disabling injury or mental and physical limitations, you may wish to help them with their expenses by giving them Read More