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- Interesting Article from Forbes Magazine on the Five Crucial Estate Planning Mistakes You Are Making
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Category Archives: Do-It-Yourself Legal Planning
The Estate Planning Prescription Pad
I work with a fair number of financial advisors, insurance professionals and CPA/accountants. One of the services I provide for those valued planning partners is to review their client’s existing estate plans (where I was not the attorney or scrivener) … Continue reading
Pay No Attention To The Estate Planner Behind The Curtain!
Not everything on the Internet is what it seems. That goes for estate planning solutions as well. Take the time to make a real relationship with an actual person when spending money on something as crucial as estate planning. Continue reading
Estate Planning Myths & Misconceptions – Myth #2 – All Estate Plans Are The Same
In my first post, I talked a little about those attorneys who offer to do it all for you (real estate, commercial litigation, business representation), including your estate planning. Just as not all estate planning attorneys are the same, Myth … Continue reading
Estate Planning Myths & Misconceptions – Myth #1 – All Estate Planning Lawyers Are The Same
The websites of general practice lawyers, as well as those of large, mega law firms, almost always include “Wills & Trusts” or “Wills & Estates” as practice areas. If you went by the sheer number of lawyers with this listing, … Continue reading
Wall Street Journal Agrees With Me – Passing On Online Information Should Be Part of Your Estate Plan
Recently, I posted about the need to pass on your “on line” information as part of a comprehensive estate plan. My article examined the various companies that offered to guard that information for you. It seems like the Wall Street … Continue reading
Top 4 Approaches To Estate Planning
In my experience, people choose 1 of 4 approaches regarding their estate planning. 1) Do Nothing. By far, this is the largest segment of the population. I often speak to local mom’s groups (younger market) and service organizations (older market). … Continue reading
Making a Will
If you’re thinking about making a will, here are few things that you should think about before drafting the will (or having an attorney help you think about these things and draft the will for you): 1. What assets will … Continue reading
Top Tips for Selecting an Estate Planner
Having practiced in this area for a while, here are some practical tips for selecting an estate planner. I promise that this is not a thinly-veiled way of describing my practice. Although we have many of these qualities, I believe … Continue reading
Do You Have These 3 Legal Papers?
This post is important enough that I might run a variation of it every month for year. Let me spoil the surprise and give you the answer up front. You should have: A Durable Power of Attorney for Health Care … Continue reading