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The short answer to this question is, I am not sure. People sometimes tell me why they are willing to wait 10 to 12 weeks to meet with me and get started on their estate plans, but not everyone does so. I do have a few ideas based on what some people tell me. I am certainly thankful and grateful people are willing to wait the necessary time to … [Read more...]
How to Start a Family Conversation About Estate Planning
Most families that I know don’t really want to have a conversation about estate planning, or death, or dying, or any of those unpleasant subjects. And, most families that I know don’t want to have a conversation about family finances and the family financial situation. I have found this to be especially true of older parents or grandparents. My … [Read more...]
Yes, You Need a Will, but is That the ONLY Thing You Need?
I take a lot of calls from people who want to tell me about their wills. They will talk about how their will does one thing or another, but often they are mixing and matching the will with other estate planning documents. I suspect many times people keep all their estate planning documents together in one folder, binder, or location, and that … [Read more...]
You Know You Need a Will, but You Don’t Know Where to Start? Start by Reading This!
I get a lot of questions from people about how to start the process of setting up a will. I often inquire as to whether they want to start the process of drafting a will, or whether they are asking about what type of decisions go into a will and what they should be thinking about as they start a will. The answer to starting drafting a will is … [Read more...]
