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One of my guiding business philosophies comes from the great philosopher Bugs Bunny “You can’t take life too seriously. You will never get out of it alive.” I attribute this quote to Bugs Bunny because I recall having seen him say it once, but it is possible that the sentiment comes from somewhere else. I […]
How to Involve Family In Your Estate Plan – Get on the Bus
When I was a little kid, I used to sing the song, “The Wheels on the Bus.” I would sing about the wheels on the bus going round and round, the wipers on the bus going swish, swish, swish, the driver on the bus, and the people on the bus. When I became a parent, […]
How to Determine Mental Capacity for a Will or Estate Plan
Your mind matters! I often have people I meet who feel the need to apologize to me for not having created an estate plan before they met with me. Many times this comes from an older couple who realized that they should have planned sooner. I think I addressed that attitude in my last blog […]
I’ll Get To It Tomorrow
As a child, I watched the movie “Annie” where the little orphan Annie sings the lines: “Tomorrow, tomorrow. I love ya, tomorrow. You’re always a day away.” Annie is singing about how the sun will come out tomorrow, and that she will have brighter prospects for her life in the orphanage because of the sunny […]
Where there’s no Will, There is a Way
When someone asks me, “Well, if I set things up right, I don’t even need a will or a trust, right?” I often wonder if the person asking the question wants an actual answer, or just wants me to agree with them. I think I understand what the person is asking, but I am not […]
Talk Among Yourselves: Why Professional Advisors Communicating Matters
Almost everyone has someone in their life who they look to for advice and guidance. Most people look at their parents this way (I certainly do!), but people also have other influential advisors — whether it be a school teacher, church leader, business mentor or some other sort of influential advisor. These people help show […]
How Often Should You Update Your Estate Plan?
Almost everyone with whom I work asks me how often they should review or update their estate plan. I don’t have a definitive answer for them, and I sometime I wonder if some people think there is a secret magic formula passes among lawyers to determine the answer to this question. (Spoiler Alert: There is […]
Protect Your Family: Powers of Attorney for Adult Children
After what sometimes seems like endless years spent raising a child, their adulthood—and all the rights that go with it—may creep up suddenly. When you are about to send a child off to college or to a study abroad program, you’re probably busy with travel arrangements, last-minute shopping, packing, worrying about how your baby will […]
Protect Your Family: 12 Ways Power Of Attorney Protects You
“The Twelve Days of Christmas” is a popular song during the holidays, and often misunderstood to be the 12 days leading up to Christmas. The 12 days of Christmas are actually the 12 days after Christmas, leading up to Epiphany – or the day that the manifestation of Christ’s glory was realized – according to […]
ARE YOU SURE? THE WORST ESTATE PLANNING ADVICE YOU EVER HEARD
Everyone likes to feel knowledgeable and give advice. Unfortunately all of the advice that people give is not always all that good. I frequently meet people who have been given incorrect advice. Some of the most common well-intentioned, yet incorrect, advice I have heard is listed here. Have you ever heard anyone say something like […]
