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…
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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…
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Disclaimer: If you own or are employed by a title agency, please delete this post and pretend like it never existed. I mean no disrespect. Title companies are wonderful (truly). Does anyone remember the good old days when the buyer had a real estate…
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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?…
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There’s a National Holiday for It Raise your hand if you have your party hat on for National Estate Planning Awareness Week, which kicked off yesterday! Just me? Not surprising. Yes, National Estate Planning Awareness Week is an actual thing. Adopt…
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Your Mom Can’t Manage Money People often come into my office and promptly inform me that while they need a will and power of attorney, they do not need a trust. I always ask them to give me some time to go through their situation and explain ho…
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Helping clients settle deceased loved ones’ estates has exposed me to all sorts of unique problems (and smells and sights) that I could never have anticipated. It is not the unique situations, however, that prompt me to write this post. Rather,…
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When a minor turns 18, parents no longer have authority to access their child’s medical, school or financial records, or make decisions (medical or otherwise) on their behalf if the child is unable to on his or her own. This may cause delays and ex…
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I had the privilege and good fortune to attend the World Happiness Summit (WOHASU) in Miami March 16-18. While that may sound like a hokey, silly purpose for a summit, the content was compelling. Over the past three decades or so, the science of happ…
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Sensational tales of families ripped apart by the legal system get top billing, but this week in the probate court, I had the opportunity to participate in the healing of family strife rather than its exacerbation. My client, a 17-year old, and his m…
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