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I have found Kiplinger online often has some very informative articles about estate planning, among other topics.  This is one of them, published on 12/30/24 and written by Adam Shell.  Take a look. "What is a living trust? A living trust lets you decide how...

In reality, how terrible is it not to have a will? Especially if you're single or married without children? Here's the scoop.     IF YOU DON'T HAVE A WILL: When someone dies without a will, they are said to have died "intestate," and the distribution of...

You may have seen some of these before, but this article about celebrity estate planning mistakes from Kiplinger, 9/20/24, by Kaitlin Pitsker, would make an interesting read as we kick off 2025. These are great tips for what NOT to do. "As if dying isn't bad enough,...

I posted a version of the following post two years ago, but I think there is value in posting again. We have just crossed the threshold in 2025. A fresh new year. A "do-over," if you will. Many will make difficult resolutions that even the most determined can't keep....

This recent article in the Washington Business Journal, 11/15/24 by Kristin J. Hall, may be of interest to you as we look ahead to 2025. It's a quick read. "As 2024 nears its end, new and potentially expiring laws can dramatically affect your estate planning. What do...

About a week ago, I listened to an interview with a psychologist who has conducted research into gifting from the perspective of the gifter and the giftee.  It seems that those who buy gifts prefer the instant gratification they receive from giving a tangible...

Many individuals would prefer their money be kept in the family. If you are one of those individuals, read on for some good ways to achieve that. This article was written by Maryalene LaPonsie and appeared in USNews online on 10/17/23. (Note: A few things are a bit...

Are you surprised I have a wish list? As an experienced estate planning attorney who has just about seen in all when it comes to wills, trusts, and other legal documents, I can honestly say that it makes me sad when I hear of tragic situations that might have been...

A client of mine shared a slightly embarrassing experience she had recently, which motivated me to create this blog post. Here's what happened: She had to undergo a routine medical test that required anesthesia. She diligently followed all the pre-test instructions...