Whether you’re an accomplished executive, multi-business owner, or a single mother, sitting down for the first time with an estate planning attorney can be nerve wracking. In a society with so many options—including estate planners—feeling comfortable with important decision making is easier said than done. A sophisticated estate planning attorney covers a lot […]
Read More »Forbes – Don’t Let Your Power Of Attorney Become Powerless
Check out this article form Forbes!
Read More »Forbes – What Every Estate Planning Lawyer Wants You To Know About Death And Dying
Forbes published this amazing article offering an insight to what Estate attorneys want you to know. Enjoy!
Read More »STEP – US doctors succeed in attorney-client privilege claim over micro-captive insurance advice
Enjoy this article courtesy of STEP: “In US v Micro Cap KY Ins. Co. Inc. (No. 5:16-cv-00278, 2017 WL 1132904), the US District Court (Eastern District of Kentucky) held, on March 27, 2017, that email communications between two doctors and the a law firm, which had advised them in the formation of captive insurance companies, […]
Read More »The Flexible Protection of Trust-Based Planning
As you assess your goals for the year ahead, take a moment to review your legacy planning. You’ve hopefully already handled a few key pieces—set up and funded a trust, signed a will, created a power of attorney, etc.
Read More »Got Stuff? George Carlin Says You Need An Estate Plan!
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on “stuff.” We all have stuff, and we’re pretty particular about our stuff. We move it around with us, it’s hard for some of us to get rid of it, and some of us don’t like our stuff […]
Read More »The Real Life Perils of Online and Do-It-Yourself (DIY) Estate Planning
With the number of online and do-it-yourself (DIY) legal providers continuing to grow and advertise heavily, you may be wondering if you could do your estate planning with the help of these forms. The advertising is seductive. Ads say, “attorneys use similar forms,” “the cost is significantly less than hiring an attorney,” and “many of […]
Read More »The Value of Having a “Life Plan” in Estate Planning
All too often, estate planning is viewed as a transaction; just sign here, here, and here on a document: will, a living trust, and powers of attorney – then be off. But the best planning happens when an estate planning attorney can get to know the client on a deeper level, to uncover hopes, dreams, […]
Read More »Why Does a Living Trust Cost More than a Will?
Yes, you will likely invest more in trust-based planning than will-based planning because you get a whole lot more value. Comparing these estate planning investments is like comparing apples and oranges – and the overall investment may not be what you think.
Read More »Impacts of the Trump Presidency on Estate Planning: Your Quick Guide
It’s official — the Electoral College voted on December 19, 2016, essentially completing the 2016 presidential election cycle. With that bit of uncertainty behind us and a fresh year starting out, here’s what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress.
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