Protect Your Will from Legal Challenges

In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses wills – how to avoid family disputes over a will and a few steps you can take now:

  • Protect your will from legal challenges
  • Include your family in discussions of wealth
  • Discuss a no-contest clause with your attorney
  • Invite witnesses, such as close friends or business associates
  • Make sure your beneficiaries can locate and are aware of your will

Read the Protect Your Will from Legal Challenges article.