Category Archives: Myths & Misconceptions

Estate Planning is a Matter of Timing – And Counseling

In March, Dan Duncan became the first billionaire to die in this year of an federal estate tax repeal – that is to say, no federal estate tax at all.  Assuming no retroactive changes, Duncan may be the first billionaire … Continue reading

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Estate Planning Myths & Misconceptions – Myth #3 – An Estate Plan Is Not A Will

Most people think of “doing estate planning” as the act of creating and signing a will. While in some cases, a will is the best instrument, you can’t get to that answer without engaging in a comprehensive process where the … Continue reading

Posted in Disability, Living Will, Myths & Misconceptions, Simple Wills | 1 Comment

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

Posted in Do-It-Yourself Legal Planning, Myths & Misconceptions | Leave a comment

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

Posted in Do-It-Yourself Legal Planning, Myths & Misconceptions | 5 Comments