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My children went back to school in August, and are still adjusting almost a month later. My kids are more tired, and so they need to go to bed earlier. They are also not sure they really love being in school. The freedom of summer is gone, replaced by homework assignments, new classrooms, and all that goes along with starting school. They still … [Read more...]
Moving My Office – A New Kind of Mobile Estate Planning Adventure
I moved my office three weeks ago. I didn’t move far, just 20 - 25 feet down the hall to a different, bigger, office, but the move still was significant. One of the huge perks of the new office? I have windows! I can now see out into the world and know what is happening out there. There have been times in the past where I was working for … [Read more...]
Why Emergency Estate Planning is a Bad Idea
Among the reasons that I chose estate planning as a practice area is that there are fewer emergencies, so I can have more predictable work hours, and have less intrusions on the time that I spend with my family away from work. I like to see my family from time to time, like on the weekends, or in the evenings, so I don’t schedule many appointments … [Read more...]
The Danger of Unmet Expectations in Estate Planning
A couple of years ago, I heard someone talking about relationships. The speaker asked what the number one cause of divorce was. Answers like, “money,” or “lack of communication,” or “infidelity” all came up, but none was correct. Instead, the speaker replied that the number one cause of divorce was “unmet expectations.” The speaker went on to … [Read more...]
Adventures in Estate Planning : Getting a New Phone
A couple of weeks ago my wife’s phone battery stopped holding a charge. She would charge the phone overnight, and start using it the next day, but within an hour, the phone was down to 30% of its battery life. Given the nature of modern society, and how it can be difficult to function without a working cell phone, this seemed like a situation … [Read more...]
Are Trusts Taxed? [Answered]
I get asked the question above on an almost weekly basis. The short answer is that if you put your assets into a trust, you still get taxed. A trust is not a magical way to avoid all taxes on assets, despite persistent myths to the contrary. A trust can help to minimize taxes, but not eliminate taxes completely. The IRS publishes a list of … [Read more...]
[ANSWERED] How Often Should You Update Your Will?
Almost every person I meet asks me how often they should review, update, or revisit their will. I am happy to answer this question, explaining as follows: “You should update your will every few years, or whenever you have a major life change.” Please read the following sentences in as sarcastic of a voice as you can: I know this is quite … [Read more...]
Four Fundamental Estate Planning Documents: Part 4 – The Living Will
When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, foundational documents of every estate plan. Hopefully this will set a good foundation for you. In my … [Read more...]
Four Fundamental Estate Planning Documents: Part 3 – Medical Power of Attorney
The Medical Power of Attorney When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, foundational documents of every estate plan. Hopefully this will set a … [Read more...]
Four Fundamental Estate Planning Documents: Part 2 – The Financial Power of Attorney
The Financial Power of Attorney When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, foundational documents of every estate plan. Hopefully this will set a … [Read more...]
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