Dec 012016

I recently found the article linked below encouraging everyone to have a will.  I thought it was an interesting and valuable read, and highly recommend it. While the author suggests using an online resource as an option, I discourage doing so.  The online will making software does not provide legal advice, and may not accurately […]

 December 1, 2016  Posted by at 4:47 pm No Responses »
Nov 132015

I recently wrote a guest post at about the basics of estate planning.  You can see that post here. As I have mentioned before, it is important to have an estate plan regardless of whether you have a taxable estate.  And most people do not have a taxable estate under the current tax laws. […]

 November 13, 2015  Posted by at 1:59 pm No Responses »
Sep 282015

There are a variety of trusts available as estate planning tools.  The two most common trusts for basic estate planning are testamentary trusts and revocable trusts. Testamentary Trusts A testamentary trust is a trust that is created by a will.  While the will sets forth the terms of the trust, including beneficiaries, trustees and distribution terms, […]

 September 28, 2015  Posted by at 2:40 pm No Responses »
Nov 062014

There are a lot of do-it-yourself legal websites available.  And they are very appealing to a lot of people.  You can create an LLC for $159, or draft a Will for $99.  So, why should you hire an attorney when you can do it simply and easily, and for a lot less money?  Your situation […]

 November 6, 2014  Posted by at 5:33 pm No Responses »
Jul 302014

I am often asked what the difference is between an Executor, a Trustee, a Guardian.  I’m going to do my best to provide an easy-to-understand explanation of each of these important roles. Executor The Executor is the person who literally executes your will.  This means that anything needing to be filed with the court is […]

 July 30, 2014  Posted by at 11:21 am No Responses »