Category Archives: Estate Planning

Is indecision bugging you?

Having to make too many decisions can hold people up from taking any action. (This is why I sometimes leave the peanut butter aisle in Whole Foods empty handed: there are too many choices.) This can hold true for people thinking about doing their wills. I always try to start out with just a few… Continue Reading

Doctors Without Wills

The herniated disk that plagued me most of the fall finally resolved itself.  However, dealing with it meant visiting with lots of doctors. In the course of the visits, my profession would come up and every single one of the doctors – without fail – said “oh, I really need to do a will” and… Continue Reading

Contingency plans

I’m a big fan of contingency plans.  Most of the work that I do with my clients is to help them set up contingency plans as well. When someone signs a durable power of attorney allowing a family member to sign checks on their behalf that’s a contingency plan. If my client is hospitalized and… Continue Reading

Where is your will?

In the “old days” lawyers used to keep their clients’ Last Wills in their offices. Lawyers tended to stay in their practices for decades, and people didn’t move as often as they do now. It also made it so that the client’s heirs had to go back to that attorney when the client passed away,… Continue Reading

The Top 5 Mistakes Clients Like Mine Make

There are many mistakes people can make when planning for their future. Usually the biggest one is not planning. Most of the time, by the time they get to me, we can make sure to remedy these mistakes. 1. Not talking to their families. Leaving a house to multiple children and hoping they will “work… Continue Reading

Including Charities In Your Estate Plan

Many of my clients include charities that are important to them in their wills. The New York Times has a recent article about how other are including charities in their estate plan as well. “This situation is more and more prevalent,” agrees Kevin Pickett, executive director of development at MD Anderson Cancer Center in Houston.… Continue Reading