Category Archives: Uncategorized

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, […]

Read More

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 […]

Read More

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 […]

Read More

Please Don’t Take Estate Planning Advice from Facebook!

Recently, a post on Facebook by a young mom who simply wanted to be of help to people in encouraging them to get their estate planning in order went viral. As of this morning, July 6, 2022, the post, purporting to show people how to do a DIY estate plan had over 69,000 shares with […]

Read More

There is No Such Thing as Emergency Estate Planning

Folks. I hate to break it to you. If you’re calling around frantically looking for an estate planner, you’re too late. Every time I get a call from someone looking for an attorney who can respond that day or even that week, someone is screwed—either the person in need or their family. There is no […]

Read More