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This is an interesting article from Forbes published earlier in the year (January 16, 2025) and written by Cody Barbo about estate planning and strategies for the coming year. "The dust has settled on the recent presidential election, but its ripple effects are...

I'm not going to say estate planning is a numbers game; of course, it isn't, but it does involve many numbers, such as the value of your assets. But for a different view, I thought it would be interesting to gather some data related to estate planning that may be new...

My estate planning clients enjoy a complimentary plan review with me every three years. I offer this to help my clients maintain a plan, including their will, that is up to date. The following is a short article from AARP, written by Lynnette Khalfani-Cox and...

Most people know the primary benefits of estate planning. Having a will ensures your loved ones have the information they need if you pass away. Having a trust offers the advantage of avoiding probate. However, there are other benefits of establishing an estate plan...

As promised, here is Part Two of the article about disinheriting someone from your will.  The following details six possible reasons you would want to disinherit a family member. Read on ....   "Six reasons to disinherit a family member:   1. Divorce...

Unless you are an estate planning attorney like me, getting your affairs in order can be confusing. One of the most confusing can be understanding the difference between a will and a trust—and when you need one, the other, or both.   Why is it confusing?...

Every experienced estate planning attorney has been asked, "How do I disinherit my ______ (fill in the blank here) from my will?" We have all heard the myriad of reasons clients want to do so. If this is something you're thinking about, the following article is for...

Many individuals are unsure what estate planning entails and often have some basic questions they might not ask for fear of looking uninformed. In my estate planning practice, I have found the following five questions common across all types of clients, so I thought...

Estate planning isn't usually what you would call entertaining, nor is it typically leverage to kick off a competition. Still, Charles Vance Millar, a millionaire, decided to use his will to do just that. It happened long ago, but people are still talking about it....