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As I write this, with Hurricane Milton bearing down on the west coast of Florida, I can't help but wonder and hope that those in its path are prepared for what could be a horrific event—and I don't just mean with sandbags, water, backup generators, and the like....

The following article was written by Erin Bendig and appeared online at Kiplinger 9/29/24. It includes some good information to consider when deciding what to put in and leave out of your will. Let's discuss together – shall we?...

I almost always recommend that every adult seek the guidance of an estate planning attorney when getting their affairs in order, i.e., writing a will, creating an estate plan, etc. That said, I will admit there are three relatively unique situations when my assistance...

2024 is coming to a close, and if you haven't taken action on your estate plan as you wanted to this year, there's hope! This is a comprehensive list of 16 things you should consider before you die.  I suggest you print this out and "divide and conquer." First,...

First, there is no judgment here. You can define "interesting characters" any way you like if it applies to your family. Actually, most families have a quirky relative, or two. If yours does too, and that individual is an heir or beneficiary, you should make some...

As promised, here is Part Two of the "How to Given an Inheritance While You're Alive" post. Originally from Kiplinger Online by Sandra Block, published on 9/1/24 I hope you found Part One helpful. If so, I think you'll find Part Two equally so. Read on for how to help...

When people think about estate plans, not that it happens often, but if they do, it is mainly about the will. The will gets all the attention (and rightfully so) because without it, well, that's a problem we've discussed before. If you die without a will it's call...

Estate planning isn't just about what happens to your assets after you're gone. However, that is usually the primary driver. This article, from Kiplinger Online by Sandra Block, published on 9/1/24, provides a great overview of giving to your loved ones (or charities)...

I recently overheard an individual complain (or brag, I couldn’t tell which) that their estate plan was more than 75 pages. Wow. That is a sizeable plan, I agree. And it got me thinking about “size” when it comes to estate plans. Sometimes, I think people believe that...