Tag: Estate Planning

The Hardest Part of Estate Planning

Our firm never says that estate planning is easy, the degree of intellectual rigor and self-reflection is often misunderstood by those who are doing it their first time. There are several “decision makers” in an estate plan. These are people

Posted in Estate Planning Tagged with: , , , , ,

Celebrating Wellness Expo Applebee’s Gift Card Winner

Healthy Living Fair Raffle Winner: Anne Murphy I would like to thank everyone who made it out to the Celebrating Wellness expo at the Senior Center this year. It was good to see a lot of you there and meet

Posted in Estate Planning Tagged with: , , , , , ,

Pablo’s Abstract Estate Planning

Pablo Picasso (Picasso) was world famous painter, sculptor, printmaker, ceramicist, stage designer, poet, and playwright. His works are famous for many things but you may be more prone to think of his abstract art when you hear of his name.

Posted in Estate Planning, Probate Tagged with: , , , , , , , ,

Don’t Take Estate Planning Advice from Justice Burger

Every now and again I come across surprising and amusing events in estate planning. I felt this one was worthy enough to share. The honored and revered Chief Justice Burger (1907-1995) who drafted and ruled on the famous cases such

Posted in Estate Planning Tagged with: , , , , , , ,

A Not So Obvious Estate Planning Mistake

       You just got done signing estate plan papers with your attorney, and he summarizes everything you have just done, “Today you completed your Estate Plan.  You have a pour over will that will act like a big

Posted in Estate Planning Tagged with: , , , , , , , ,

What will really happen to my estate if I die without a will or a Trust?

Ok, for all of you out there who do not have an estate plan, I have put together a brief video explaining what will happen to your estate if you die without having first planned by getting a trust or

Posted in Estate Planning Tagged with: , , , , , , , , , , , , , , , , , ,

Legacy Planning is Not Just for the Rich- See how $5,000 can impact 3 generations.

  Legacy Planning is the process of using the transition of wealth to incentivize gift distributions.  For a closer look with examples of Legacy Planning might look like, please see my previous post, Legacy Planning 101.  After people understand the

Posted in Estate Planning Tagged with: , , , , , , ,

Probate Court Explained

Probate Court is talked about by every estate planning attorney.  I do not think that it gets explained very well though.  Watch this video for brief, yet simple explanation. This video will answer, what probate court is, how long does

Posted in Estate Planning Tagged with: , , , , , , , , , , , , , , , ,

Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

Posted in Estate Planning Tagged with: , , , , , , , , , , , , , ,

Do It Yourself Funeral. What??!!

You were probably as surprised as I was when I first came across the concept of Do it Yourself Funerals (hereinafter,  “DIY”).  Funerals do not seem to be the sort of “project” that you would want to attempt by yourself. 

Posted in Estate Planning Tagged with: , , , , , , , , , , , , , ,