Life
Estate Planning Basics: The Personal Representative
Every estate planning process that includes a last will and testament (i.e, every estate plan!) will require naming someone as the personal representative, a/k/a executor, of your estate. Most of my clients name a spouse, so they don’t have to give much thought to...
Protecting Your Greatest Asset: Your Family
Estate planning lawyers often talk about the need for estate planning to protect your assets, meaning your house, finances, and all the tangible property you own. Clients often say they want to do an estate plan to avoid taxes and avoid probate. Many have said they...
The Best Gift Ever
The Best Gift Ever Losing Herman was one of the hardest things that had ever happened. It was so sudden, but what was even more unexpected was when Mary found out that the home she and Herman had enjoyed for their 12 years of marriage was now owned by his ex-wife. She...
3 Most Important Estate Planning Documents
Estate planning can be complex, or it can be very simple. Much of it depends on the size of your estate, that is, your net worth, and how complicated you want to make your estate plan. Most of my clients have very simple estate plans that consist of the 3 must-have...
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