Should I Have a Will or a Trust in My Estate Plan?

Yes. You Should. You should have one of them. Foundational estate planning, meaning the very minimum estate planning everyone should have (before ever thinking about irrevocable trusts, charitable trusts, life insurance trusts etc.,) comes in only two flavors. Will-based planning or Trust-based planning. Pick one. Figuring out which one is the right one for you, […]

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Should I add my kids to my deed?

  Let me just say this… No. Do not add your kids to your deed. …Unless…(I am a lawyer after all) There are few questions in law with a pretty definitive answer. But this is one. Let’s start with the hard and fast rule of “Don’t add your kids to your deed.” Here’s why. Adding […]

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Springtime is for Estate Planning. Here’s Why.

February is the time of love and the harbinger of spring. The grass begins to turn green; the tree buds are starting to form; and the birds are beginning to return. This may be the best time of year to engage in the process of estate planning. I have some observations about why: 1. New […]

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Viserys Targaryan’s Estate Plan Gone Completely to Hell

Another Royal Biffs It Foreshadowing Civil War in the Realm SPOILER ALERT! Do not read this if you haven’t seen Episode 8 of House of the Dragon, “The Lord of the Tides.” Also, this is NOT legal advice and does not constitute an attorney-client relationship. It’s just for fun, folks. You’d think as King of the […]

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How to Stop Procrastinating on your Estate Plan

Shortly after the beginning of the pandemic, I noticed a dramatic increase in the number of business inquiries coming into the law firm. It seemed like people who had been able to put their estate planning repeatedly on the back burner could no longer bring themselves to do so. Too many people were dying, and […]

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