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Estate Planning: How to Outsmart Sibling Rivalry

When you sit down with your attorney to carefully account for all of your estate planning needs, it is natural to automatically focus on to-dos like protecting assets, deciding how to distribute funds to beneficiaries, protecting your business, and having a plan in...

Why Are Online Wills a Huge Mistake?

You know you need a will, and you are committed to getting one put in place sooner rather than later. Whatever you do, though, do not take what appears to be the “easy way out” and get it done online.  As I talk about in my book, Who Gets Your Stuff When You Die,...

Challenges and Choices for Widows and Widowers

There are few things in life more challenging than dealing with the death of a spouse. You are grieving. You are in shock. You are overwhelmed. You also have so many questions. And on top of that, you have mentally created your own laundry list of decisions and a...

What Should You Look For in an Estate Planning Attorney?

When you need to find an estate planning attorney, the first thought that springs to your mind might be to do an Internet search, talk to attorneys who have done other work for you, or even ask friends for referrals. Who knows — perhaps this basic search might get you...

What is Expected of an Executor or Trustee?

Many clients we work with have a pretty good idea who they would name to be the executor or trustee of their estate. It is usually someone they are close to, such as their spouse, a family member, or even a close friend, and there is typically a great deal of trust...
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