Category Archives: Myths & Misconceptions

Estate Planning is a Matter of Timing — And Counseling

Posted on June 29, 2010 by Victor Medina

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 →

Posted in Advanced Estate Planning, Membership Program, Myths & Misconceptions | Tagged , | Leave a comment

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

Posted on August 25, 2009 by Victor Medina

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

Posted on August 21, 2009 by Victor Medina

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

Posted on August 19, 2009 by Victor Medina

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