Wills and Estate Planning

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estate plan

Checklist: Wills and Estate Planning Update

April 3, 2016

If there has been a change in any one or more of the factors listed since the last review of your estate plan, then it is time to get in touch with your estate planner and update the plan. The marital status of you or any of your family members The birth or adoption of […]

estate planning

Being Sure Your Will Does What You Want for your Estate Planning

October 1, 2015

As we roll into the last months of the year, many people take time to update their financial Estate Planning and put their financial houses in order. Revising or writing a will is an important part of the estate planning process. A will can decide who receives your property, on what terms they receive it, […]

Choosing Executors for your Will Carefully

March 5, 2015

I regularly point out that naming the wrong people as executors or trustees can ruin even the best estate plan. Most people put little thought into these decisions, often casually naming their oldest adult child or sibling. They don’t realize the burden of being an executor or trustee, even for relatively simple estates. This article […]

Avoid Unintentionally Disinheriting Your Spouse in your Wills and Trusts

February 1, 2015

Many people don’t realize it, but their wills leave nothing outright to their spouse. Before the current high federal exempt amount was established, a standard will stated that a portion of the estate equal to the federal exempt amount was left in a bypass trust or other trust that benefitted the surviving spouse for life […]

The Disney Estate Plan Fiasco with Trustees and Will Executors

May 22, 2014

One thought I invoke regularly is that the wrong trustees or executor can ruin even the best estate plan. Consider the plan of Walt Disney. His wealth is in a trust for the benefit of his grandchildren. The trust schedules principle distributions to the grandchildren when they reach certain ages. It also contains a standard […]

estate planning

How to Make Your Estate Planning Personal: Your Legacy and Ethical Will

January 1, 2014

Your estate plan doesn’t have to be only a bunch of documents drafted by lawyers. While the legal documents are essential, they don’t have to be the complete pack-age. You can wrap it up  by adding some personal touches to the plan. This touch often enhances both the plan and your legacy. You also might […]

Estate Planning

Why a Living Will Is Not Enough for Estate Planning

October 1, 2013

Every few years the media latches on to a case of someone in a coma or similar medical distress. The family members and doc-tors don’t agree on what the next step should be, generating the conflict, controversy, and story. The lesson from the media always is: Be sure you have a Living Will. The answer […]

planning process

8 Estate Planning Steps to Crafting the Right Will for You

April 1, 2013

You don’t really write your will, and most people shouldn’t try. But you can be sure the will is done correctly. In this visit we discuss how to shepherd your will through the estate planning process. It doesn’t take much to tarnish a gem of an estate plan, and with it your legacy. A misplaced […]

November 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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