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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...

The following is from the website Trust & Will and written by a staff member. I thought the data they gathered about millennials and how they behave regarding estate planning would interest some of you. The following is from the website Trust & Will and...

The following is a quick six-question quiz about YOUR estate planning situation. Think you have it covered? Take this quiz and find out.   Do you have a will, AND if so, has it been updated within the past three years?      Yes or No If you...

Many people do not understand what trusts are, how they can be beneficial, and whether they should have one.  The following is a good overview from Kiplinger online, written by Deborah Yao in November.  If you've wondered about trusts, this article should...

The gift-giving season is almost upon us, so I thought the following article from Kiplinger in early November by Kelley R. Taylor would be good to share in case you missed it.   I agree with the author's advice to consult with a tax professional for advice, but I...

Question: How many free calendars and mailing address labels have you accumulated so far? Probably a lot. Charities leverage “guilt” by sending you these items to encourage you to donate to them. It works well. Otherwise, they would stop. So, as we approach the end of...

What characteristics come to mind when you think of a "good parent"? Loving, being a great provider, understanding, patient, and responsible likely come to mind immediately. I'm sure you can list even more. But I'm guessing if I asked you to list the top 10 factors...

Many of you may already be familiar with the information in the following article, but do yourself a favor and give it a quick once-over just in case. This came from Forbes, written by Jaime Catmull and published online on 11/7/24. “Estate planning is essential for...