What is a no-contest clause and why is it added to a will or trust? In Latin it is known as an “in terrorem” clause, which means that the clause is inserted as a threat or warning to those beneficiaries of a will or trust who would seek to challenge the estate plan after death....Read More

On a recent trip to visit family friends, I had the opportunity to hear the story of a dear friend’s older sister who had recently passed away. My friend was kind enough to allow me to share that story here. As I do not share the personal stories of my clients, I felt this was...Read More

While almost everyone has heard of Duke University, many are not familiar with the family who gave the prestigious school its name – in particular, the infamous heiress Doris Duke. For those of you who have not heard the name, or may need a reminder, Doris Duke was the daughter of tobacco industry titan James...Read More