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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...

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...