Occasionally I work with an estate planning client who wants to disinherit an heir. They've heard there is a trick to doing this correctly … [Read more...] about Getting it right when Disinheriting an Heir
The Whole Point of doing a Will is to Get it Right and Know you Got it Right
I fairly often meet with someone who has done or attempted to do a do it yourself Will and wants me to tell them if it looks like they got … [Read more...] about The Whole Point of doing a Will is to Get it Right and Know you Got it Right
Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
Everyone needs a Last Will and Testament. But what kind of Will do you need? A good one. How do you know when you have a good one? When … [Read more...] about Estate Planning Always Starts with a Question. Make Sure it’s the Right One.
I Was Appointed Executor of a Will of a Decedent. Now What?
Did you recently find out you were appointed the Executor of a Last Will and Testament of someone who recently died? If so, and the … [Read more...] about I Was Appointed Executor of a Will of a Decedent. Now What?
Can’t I Just Save Money by Using a DIY Will?
Like most people, you probably understand how important it is to have a comprehensive estate plan in place; however, you may not have gotten … [Read more...] about Can’t I Just Save Money by Using a DIY Will?
