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If you have an estate plan, including your will, healthcare directives, etc. I salute you! Well done. That said, if you established all that more than just a few years ago, it might be time to review the documents. Many changes might have happened since you originally...

A friend of mine shared that her sister updates her will every time she takes a vacation or long road trip. Her rationale apparently is that she believes she is more likely to die in a traffic accident while out of town. As an estate planning attorney, I am a big...

Let's face it: most people know dying without a will is not good. Though surveys say fewer than 1 in 3 Americans fully understand what happens if they die without a will. And fewer than 1 in 5 Americans say they know their state's specific guardianship and asset...

Carrie Bradshaw, the main character in "Just Like That," HBO's revival of "Sex and the City," gets an unpleasant surprise when her deceased husband's will is read. From CNBC online 1/9/2022 by Lorie Konish, this article cites the TV show to illustrate a point, but the...

The following article by Cynthia Griffin appeared on 10/11/23 in the News-Enterprise. It is a slightly different take on the documents related to estate planning, but interesting, just the same. Read on for details.    "When someone dies, one of the first questions...

I bet you didn't know there was a "National Estate Planning Awareness Week," did you? Most don't, but then if there are weeks or days dedicated to silliness like National Pumpkin Spice Day (10/1), National Golf Lover's Day (10/4), or National American Beer Day (coming...

Recently, a friend of mine was her neighbor's driver to a procedure at a gastro appointment at a bustling practice. During the hour or so, my friend sat in the waiting room, she estimated that she observed no less than 40 to 50 patients registered with the...

On 7/01/21, Savannah Young Meksto and Bob Mannor of Mannor Law Group provided a different spin on whether you should have an estate plan. Take a look and see if you agree with them or not.  1.       "You want to make it as difficult...

Given the current economic climate, I thought this article about using creative estate planning strategies was very much in order. You might find it an interesting read. It was first published at Kiplinger online on 9/9/23 and written by Paula Nangle, CFP....