» Estate Planning

Spreading Awareness

Spreading Awareness

Did you know that in 2008, Congress declared the third week in October as National Estate Planning Awareness Week? Estate planning is a critical component of financial planning but is often overlooked or pushed off for “another day.” It has been… Read More
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The Resurgence of Prenups

The Resurgence of Prenups

Prenuptial agreements (also referred to as antenuptial agreements) are contracts entered into by a couple before marriage that determine in advance the relative rights of the individuals to assets and support in the event of death or divorce. While i… Read More
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Back to School, Back to B…

Back to School, Back to Basics

It seems like it was not that long ago that we were wondering if spring would ever arrive. All too quickly, and with back-to-school sales in full swing, it is clear that summer is on the wane (high temps and humidity notwithstanding). If you have col… Read More
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Keep Me Logged In

Keep Me Logged In

While developing your estate plan, a best first step is to identify your online accounts. And that’s a perfect time to consider the security and storage of your passwords as well. Most people don’t have hard copies of account statements anymore b… Read More
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Reason #48 You Need an Es…

Reason #48 You Need an Estate Plan

You Have a Will, But It’s Old It likely won’t surprise you to hear that many people already have an estate plan. You might even be one of those people. But how long ago did you make that plan? 5 years? 20 years? Yes, it’s true that an estate pl… Read More
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Bleak House Revisited

Bleak House Revisited

Bleak House is a novel written by Charles Dickens in 1852. Set in England, it’s the account of a family dispute that resulted when a deceased ancestor left multiple conflicting wills. The case (Jarndyce vs. Jarndyce) spanned generations of the fami… Read More
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Reason #37 You Need an Es…

Reason #37 You Need an Estate Plan

You’re Going to the Chapel Did you know that the perfect time to get your first estate plan is the moment those wedding bells finish ringing? Marriage is a major life-changing event. Do you understand how it affects your assets and debts? What… Read More
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Do-It-Yourself Lawyering

Do-It-Yourself Lawyering

Occasionally, clients will bring us legal documents that they created using an online service. It happened again a couple of weeks ago when long-time clients of mine came in for a trust review. I learned when we met that they had used a popular onlin… Read More
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Reason #15 You Need an Es…

Reason #15 You Need an Estate Plan

You’re Having Surgery You have the date. You know the procedure’s risks and rewards. You’re familiar with the pre-op instructions, and you’ve made arrangements to get to and from the procedure. But, do you have your estate plan in place?… Read More
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Claim Denied!

Claim Denied!

I always impress upon estate planning clients the importance of updating their homeowners’ insurance after conveying real estate to a trust, even if the transfer is via a “ladybird deed” that doesn’t take effect until the client is deceased.… Read More
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