Daniel J. Dochylo

Decorative pattern

Estate Planning

Stress-testing a will

Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.

By Daniel J. Dochylo |January 13, 2014

9 min read

Decorative pattern

Estate Planning

Avoid surprises

Executors should tell charities about any gifts or bequests.

By Daniel J. Dochylo |September 18, 2012

8 min read

Decorative pattern

Estate Planning

Get beneficiary designations right

Market uncertainty has pushed retail investors to look for yield rather than returns, which has made fixed income investing expensive and potentially risky.

By Daniel J. Dochylo |September 1, 2011

6 min read

More Columnists

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Harvey Naglie

CIRO’s tenure plan tests the meaning of independent

March 3, 2026|3 min read

Re: Blue Owl ‘quake’ is not what it seems

February 24, 2026|2 min read