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Category Archives: Estate Planning

Gifts for Aging Parents (and other people who don’t need more stuff)

I remember when I was little trying to figure out a gift for my nana at Christmas. My mother used to to tell me that my grandmother didn’t want more stuff, but rather something from our heart.  A picture, a sleepover (where she let me cheat at go-fish and eat chocolate chips) or some help [...]

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Myths About Choosing Guardians for Your Children

The Huffington Post had a recent article on 4 dangerous myths about choose guardians for your children.
The myths in the article are:
1. That there is a perfect match for your children, you just have to figure out who that is and then you’ll get the Will in order . The truth is, there is [...]

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How The Estate Plan Process Works

One of the biggest obstacles that people seem to come up against when thinking about drawing up a Will or making some plans for retirement is uncertainty about the process. It’s common to avoid things that make us nervous, and many people put off calling an attorney about their estate plan because they don’t even [...]

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Do You Have a Safe List for Your Children?

Inspiration comes from interesting places. I was reading a blog post a while back that I thought was just a post by a mother about how she doesn’t like to leave her children with many people, only those on her “safe list.”.  The comment section was filled with other mothers agreeing with this and talking [...]

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Planning Considerations for Blended Families

Every family has their own particular needs and wants when it comes to putting wills and other legal documents in place. Today’s post is about the things you need to think about if you are putting an estate plan in place and not all of the children in the plan are children of the current [...]

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You Are Not Alone

Many times when I’m meeting with clients or families, as they tell me their stories I can see in their eyes that they feel like they are the only ones going through this particular issue.  I listen to them, and when I say “you are not alone. I see this quite frequently.” their spirits lift, [...]

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I Have Made the Same Plans

Very often I will have clients or prospective clients ask me “should I be making these plans?” They wonder if they are too young to be thinking about health care decisions or who would be able to sign a check to pay their mortgage or rent or credit card bills if they were in an [...]

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What Is Holding You Back?

If you are like a lot of people, sometimes it is the first step in a new direction that holds you back. Maybe you want to change jobs, but can’t even bring yourself to open a new computer document and call it “Resume.” Or you need to get healthy to lower your blood pressure and [...]

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How To Change Attorneys

I will sometimes get clients who are leaving, or have left, their current attorney due to a problem with the attorney/client relationship.  Sometimes they will meet with me before they have formally ended their relationship with their other attorney, and they have questions about how to do that.  This post is to guide you through [...]

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How To Work Best With Your Attorney

Working with an attorney is like any other relationship, what you put into it goes a long way towards what you get out of it. These are some of the things that I and my clients have found that can make the relationship and the work go much smoother:
1. Keep your attorney in the loop. [...]

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