Category Archives for Uncategorized
ILL WILL calls for a WILL with special terms
Not surprisingly situations occur that drive a person to disinherit a child or heir. My colleague in Wealth Counsel, Greg Turza , offered the following comments, and I am sharing them with you. Has one of your children run off and joined a religious cult where he was taught to reject his parents? Or become […]
Continue readingBankruptcy can be an estate management tool
Bankruptcy can be a vital estate planning tool for some. My colleague Suzann Becket is a fellow member of Wealth Counsel. She recently posted the below suggestion that bankruptcy is one tool that fits into your estate management tool set. What do Abraham Lincoln, MC Hammer, Johnny Unitas, and Walt Disney have in common? They […]
Continue readingInclude your Digital Assets in your Estate Planning
Before we leave the topic of Digital Assets, I have one more excerpt from an article by Dennis Kennedy, who is an information technology lawyer and legal technology writer who publishes a monthly column in the ABA Journal. You can find the full text of the article at http://www.abanet.org/lpm/lpt/articles/ftr03103.shtml. The rapid explosion of digital information […]
Continue readingWho takes care of your Estate’s Digital Assets?
The following is an excerpt from an article by Dennis Kennedy, an information technology lawyer who authors a monthly column in the American Bar Association Journal. You can find the full text of the article at http://www.abanet.org/lpm/lpt/articles/ftr03103.shtml Andy Olmsted was a rare individual, in no small part because he is one of the few who […]
Continue readingResurrection of the Death Tax?
The absence of rules for the estate tax is concerning. Greg Turza is a fellow estate planning attorney who practices in Skokie, IL. He read a recent article on the estate tax situation, and what follows is his summary. His post also includes a link to the more detailed article. And you are welcome to […]
Continue readingListening is Key with Aged Adults
Mary Lynn Pannen is one of the nation’s leading experts on Geriatric Care Management and Home Care for seniors. As President of Sound Options, she has built a very successful home care business in the Puget Sound region. Mary Lynn recently described her company’s service this way: “Able to transform potentially stressful circumstances into readily […]
Continue readingA word or two about ethics brings the comfort of confidentiality
Meet one of my fellow Wealth Counsel attorneys, Suzann Beckett. Suzann is a colleague who practices in Connecticut, and she recently posted to her blog this reminder of ethics guidelines as they apply to sharing confidential information. Perhaps one of the least talked about aspects of working with a lawyer is the fear some of […]
Continue readingThe Children get stuck with the work…
I wanted to share a story with you that a good friend of mine Clay Loges, Co-founder and Principal of WOM10, recently shared with me about one of his clients. It was very applicable to what I see all the time. “I had the incredible opportunity to attend my aunt’s birthday party and take this photo. […]
Continue readingTop Areas of Focus – based on Client Needs
I am a longtime member of Wealth Counsel and they did a great job on completing this survey and I felt it was so relevant for my clients I wanted share it with you. One of the benefits of being a Wealth Counsel member is that I get access to great information like this. I […]
Continue readingThe “Envelope” Please…
One of the largest and most respected attorney organizations in the country is called WealthCounsel. They just released their Third Annual Survey of Industry Trends and there were some “Ah-ha’s” and interesting results that I thought you might be interested in hearing about. Since this group is exclusively used “by attorneys” and “for attorneys” it […]
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