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Baby Steps

A lot of people sound confessional when they first call or email me. “It’s been 3 years since my child was born and I haven’t done a will yet.” “It’s been 15 years since my last estate plan was done and I haven’t looked at it since then.” I always answer with the same thingContinue Reading

Do I Need An Attorney To File For Guardianship?

I am often hired by people to help them file for guardianship over an aging parent or an adult child who is unable to care for themselves due to mental illness or intellectual disabilities. Sometimes when I am in the Court filing the papers, there are folks there who are filing for guardianship without anContinue Reading

Tax Scam Phone Calls

With tax time fast approaching, there are more and more reports of telephone scams involving people claiming to be from the IRS and demanding payment of money over the phone. The IRS has a list of scams on their website, including the most recent telephone one. As they point out: Note that the IRS willContinue Reading

“My Kids Don’t Like to Talk About It.”

This is a common refrain of my clients when we are talking about their estate plans and I suggest that they talk to their adult children. If they are naming their children as their agents, they should talk to them to make sure they are prepared for that role. They should let their children knowContinue Reading

Action Items: Review Your Wills During Tax Time

If you are in the process of getting your financial paperwork in order to meet with your accountant, pull out your wills and other legal documents and take a look at those, too. Make sure the people you’ve named to help you are still available and the ones you still want to help you. CheckContinue Reading

The Cobbler’s Children And The Lawyer’s Father

I always tell my clients that it is better to talk with their families about their health care wishes ahead of time, before they land in the hospital. It gives you the time to really think about things, and to have the discussion at a time when no one is in crisis mode. So itContinue Reading

What kind of tree would you be?

Barbara Walters apparently once asked Katherine Hepburn what kind of tree she wanted to be. She was often mocked for this, but according to a wikipedia article, she was just following up on a comment by Hepburn that she would like to be a tree. Well, now we can each decide what kind of treeContinue Reading

Should I Put My House In A Trust?

A question I get asked a lot by clients is “should I put my house in a trust?” The answer, of course, is “it depends.” Imagine walking into a doctor’s office and asking them “should I go on [insert medication you heard about on the radio here]?” or “should I have [surgery your friend justContinue Reading

An online option for estate planning

I think we are up to 5 feet of snow at this point. I’m shuffling client appointments again this week since either the roads are too dangerous for driving, my clients haven’t been plowed out yet, or there are child care issues since their kids are home from school for the 6th time this month.Continue Reading