I often get this question: Do I need a trust or a will? The answer is that if you have a trust, you also need a will.
I saw this article from the blog Fatherly and realized
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TAX REFORM IS COMING—SHOULD I DELAY MY ESTATE PLAN?
I recently heard this
question: “given that Congress is going to enact tax reform, should I delay establishing
my estate plan?” The questioner reasoned
that once Congress acts he would need to change his estate plan anyways. The short answer
question: “given that Congress is going to enact tax reform, should I delay establishing
my estate plan?” The questioner reasoned
that once Congress acts he would need to change his estate plan anyways. The short answer
CAN MY TEXT MESSAGES BE A WILL?
A
recent case in Australia answered the question of whether a text message can
create a will. The Court ruled that a
decedent’s text messages, some of which were unsent, could constitute a
will. http://www.telegraph.co.uk/news/2017/10/11/dead-mans-unsent-text-message-accepted-will/. Think
about how much
recent case in Australia answered the question of whether a text message can
create a will. The Court ruled that a
decedent’s text messages, some of which were unsent, could constitute a
will. http://www.telegraph.co.uk/news/2017/10/11/dead-mans-unsent-text-message-accepted-will/. Think
about how much
PROTECT YOURSELF FROM THEFT: CHOOSE THE RIGHT PERSON AS POWER OF ATTORNEY
Bad
estate planning decisions happen all the time, even when you have a great
attorney. One common mistake: Choosing the wrong person to be your power of
attorney. A recent case in the news was a great reminder. http://www.channel3000.com/news/crime/power-of-attorney-charged-with-taking-using-mans-money-for-personal-use/607446161.
estate planning decisions happen all the time, even when you have a great
attorney. One common mistake: Choosing the wrong person to be your power of
attorney. A recent case in the news was a great reminder. http://www.channel3000.com/news/crime/power-of-attorney-charged-with-taking-using-mans-money-for-personal-use/607446161.
Equifax–Be Careful of Accepting Help From Equifax
I was asked to comment on the Equifax credit dispute. Be careful of accepting the free credit monitoring service.
I was asked to comment on arbitration on Channel 3.
FOUR ESTATE PLANNING TOOLS EVERYONE NEEDS
WARNING: At some point in your life the unexpected will
happen. If that “unexpected” is
sickness, becoming mentally incompetent, or dying, you will need certain legal
tools to get you through that period. As
you are guaranteed to either get
happen. If that “unexpected” is
sickness, becoming mentally incompetent, or dying, you will need certain legal
tools to get you through that period. As
you are guaranteed to either get
Death and Debt
This is a terrible and misleading article and I want to set the record straight regarding debts and death:
1. If your loved one dies (who is not your spouse) and the loved one leaves behind debt, the survivors are
FATAL ESTATE PLANNING MISTAKES: ACCOUNTS IN JOINT TENANCY
This is the third article in a series, Fatal Estate Planning Mistakes,
which focuses on “war stories” regarding common estate planning
mistakes, as seen by a probate and trust litigator. These stories are meant to serve as lessons
for the
which focuses on “war stories” regarding common estate planning
mistakes, as seen by a probate and trust litigator. These stories are meant to serve as lessons
for the
FATAL ESTATE PLANNING MISTAKES
Wills Without Witnesses
This is the second article in the series,
Fatal Estate Planning Mistakes, which focuses on “war stories”
regarding common estate planning mistakes, as seen by a probate and trust
litigator. These stories are meant to
serve as
Fatal Estate Planning Mistakes, which focuses on “war stories”
regarding common estate planning mistakes, as seen by a probate and trust
litigator. These stories are meant to
serve as