The Challenge of Digital Wills
Many legal documents can now be digitally created, signed and stored. Up to now, Wills have been excluded…but are they next? Before this could happen, there are some roadblocks that would need to be worked out.
Continue readingFirst String or Second String…They should all be good
Being a member of the Wealth Counsel organization gives me access to the first string across the country, and recently one of these colleagues addressed what is a concern for many of my clients. So I’m passing along his thoughts. I think you will find them, as I did, to be very relevant and helpful. […]
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 readingTop 10 Icebreakers offer guide for blogging
Being an attorney from my perspective goes way beyond the law and documents…it’s connecting with you and everyone else I get the pleasure to meet. For many attorneys, this is kind of a pain and a “necessary evil” as I talk with others around the country. To me, it is the BEST PART of what […]
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 readingIt doesn’t have to have monetary value to be important to your estate
SmartBusiness recently highlighted the fundamentals of a “well-thought-out estate plan,” with topics that everyone should consider – whether prince or pauper. One of their interesting points was that if you are working with an estate planning attorney, most likely the important areas are going to be properly addressed, including the impact of pending changes in […]
Continue readingHiring a caregiver is trickier than you think
Recently my estate planning colleague in Hawaii, Scott Makuakane, posted these helpful comments on engaging caregiver(s) for those needing such services. As with so many things in today’s world, it is not as simple as it seems. I share this information with you as a “heads up” for when such a need may arise within […]
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