Category Archives for Estate Planning
What Options Do You Have When Inheriting an IRA?
Deciding who should inherit your retirement account is an important part of estate planning…and for your loved ones. You have several options available beyond the obvious.
Continue readingEstate Planning For Women and the Men Who Love Them
Estate planning is an experience that is equally shared (and enjoyed) by both men and women, husband and wife’s, and partners. While important to both sexes, estate planning often affects women more profoundly. Why? Women live longer on average and tend to marry older spouses, making them three times as likely as men to be […]
Continue readingAmy Winehouse got her will right
While signers and movie stars are not a large part of my estate planning practice, it is sometimes fun to look at what happens to the “rich and famous” when it comes to their estate planning…at least I think it is fun. Often times we think that just because someone has a significant amount of […]
Continue readingUncovering Dementia and Alzheimer’s Cover-ups
One of my estate planning colleagues, Lizette Sundvick, who practices in Nevada penned this comment on dementia cover-ups. Her post occurred after reading, “The Danger of Your Aging Parent Covering Up Dementia” article in Forbes. Here’s what’s important: it doesn’t matter if you have a diagnosis for your aging parent or not. It matters how […]
Continue readingBack to Basics with Estate Planning
Everyone is unique and their situation is unique. I could put you in a room with 100 people and your situation would have some aspects of uniqueness to it that belongs just to you and you alone. This is what makes us human. Our estate planning and legacy preparations aren’t any different…they are unique. It […]
Continue readingPlanning for your children’s education
I always like to share what others are seeing or doing that I feel will be helpful and relevant to my readers. A fellow attorney in Indiana penned a thought provoking post on planning for your children’s education. I enjoyed it, and I share it below with you. The author is Chris Yugo writing a […]
Continue readingTake your medicine…it’s Good For You
One of my colleagues and a member of Wealth Counsel shared a great article and story with me the other day and it was so relevant to many of the estate planning issues my own clients face I wanted to share this with all of you. Here is his story. “Americans just do not like […]
Continue readingWhy LegalZoom is better than an attorney…
A legal colleague of mine, wrote an interesting blog post about the use of LegalZoom.com compared with the services of an attorney, like me, and I thought you might find his perspective interesting. Shocked to hear an attorney utter such sacrilege? I recently had an opportunity to check out some LegalZoom documents. One of my […]
Continue readingHow to eat an elephant…
After my meeting last week with Bill and Sally, their situation was so similar to that of many of my clients I thought I would share it and help you see that it isn’t that hard to “eat the elephant.” Aah, it is the age old conundrum. How to eat an elephant? It is a […]
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