In my regularly updated blog, I discuss topics such as why everyone needs an estate plan regardless of income, what happens when someone passes away without a plan in place, what common mistakes people make, and why your plan should be updated regularly. Review these posts to familiarize yourself with the basics of estate planning, then contact me to schedule a complimentary Legal Strategy Session.
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Do I Need a Revocable Trust? I Read A Book But I'm Not Sure...Everyone's estate pan is unique and the decision of whether to create a revocable trust or just go with a will should be discussed with a professional.
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When Should I Re-Do My Will? It's Been 3 Years...When should I re-do my will? If it's been 3 years since you signed your will, now is a good time to get a full review to make sure it's up to date.
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Giving Tuesday - Remember to Check Your Charitable Gifts in Your WillGiving Tuesday reminds us to give to charities. But remember to make sure you've got the right information for any charities in your will.
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How You Can Help Your Grandkids Pay for CollegeThere are a variety of ways you can help your grandkids in your will. One of the motivating factors for my clients is helping the grandkids pay for college.
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For Some People, Father's Day Actually Reminds Them of Their Will...While enjoying your Father's Day dinner, you may be reminded of the importance of your will (or maybe you aren't and it's just me...)
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Prenups - Do We Need a Lawyer or Can we Do it Ourselves?When the topic of prenups comes up, clients usually understand that a lawyer is helpful, but a common question is whether a client can do it themself?
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Do I Need a Prenup and a Will? My Spouse Says I Do...Since you are reviwing your assets anyway for a prenup, it is often a good idea to do an estate plan at the same time that complements your prenup.
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An Interesting Twist: Using Your Will to Get Your Car Back?Two friends have used an interesting twist on estate planning to share a classic 1971 MG. Their story highlights how creative you can be with your will.
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Living Apart Together ~ More Couples Are Doing It, But You Need a PlanMore couples are living apart together - they are in a committed long-term relationship but they both can enjoy their personal space and independence.
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Starting The New Decade Off On The Front Foot...Are you getting the new decade off on the front foot? After the holidays wound down, the new decade is roaring in as we start this week...
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How Should I Store My Passwords Securely for My Will?Everyone has their own system for storing their passwords. The problem comes when you are gone and someone else needs to access the passwords for your will.
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Doris Day and her Charity: Estate Planning with a Pet FocusDoris Day set up a charitable foundation that helps animal rescue amidst the California wildfires. The sale of her house will further benefit the charity.