The Motley Fool just published a brief article entitled 3 Estate Must Dos. They are:’ Find an attorney who is thoroughly versed in estate planning. Your divorce lawyer or patent guy probably won’t hack it. Stay up to date on tax changes. They affect your planning documents. Make sure that the right people know where… Read More
My Website Internet Will/Trust Experiment Part 2: Logging on
As I posted in my last post, I decided to go to an internet website that purports to provide wills and trusts (among other things), to see how good their service really is, and whether they are properly helping their customers. I will not say their name right now, except to say while their zip… Read More
A Website Internet Will/Trust Experiment Part 1: The Challenge.
I keep hearing from people what a great “deal” a certain internet website is. You just log on, type your information, and you can instantly get wills, trusts, corporations, trademarks, etc, just as good as one prepared by an Estate Planning or other Attorney for a lot less money. As I posted before, I believe… Read More
NY Times: Smaller Though it May Be, It’s Time to Look at the Estate
The New York Times published a good article yesterday laying out what I’ve been telling everyone lately — that it’s time for everyone to reevaluate their estate plan. In Smaller Though It May Be, It’s Time to Look at the Estate NYT writer Paul Sullivan states: But estate planning is not primarily about avoiding a… Read More
Same Sex Couples Need Estate Planning As Much as, or Even More Than Legally Married Couples
Over the past few years, one of the most active and contentious political issues in this country has been that of gay, or same sex marriage. Proponents of same sex marriage have argued that a married couple automatically has “1400” rights just by virtue of being married. They argue that since same sex couples are… Read More
Review (and revise) Your Estate Plan After a Signficiant Change in your Finances
There was a short article yesterday in the Bristol (CT) Press by Connecticut Attorney Daniel O. Tully pointing out that “If your finances have changed markedly since you wrote your will, you should check your estate plan to see if you need to make any changes.” This is especially true if your plan includes “specific… Read More
Don’t let the state decide how your property is disposed of upon your death
I meet people all the time — single people, married people, with and without children who have none of their estate planning documents in place. There are a number of reasons as to why people don’t get their documents in order — worry about the cost is often a reason given (although it does not… Read More
Estate Planning is about Planning for disability as well as death
In my previous post, I discussed why a Will is essential for almost everybody, so that a person can decide how his property is disposed of upon his death, instead of having the State decide for him, per a preset list of rules. And while planning for what happens after death is a large part of… Read More
Two Updates in the Anna Nicole Smith Case
As I Iook out the window of my office, I can see the Broward County Courthouse. As an estate planning attorney who also practices probate administration, having an office across the street from the courthouse makes attending hearings very convenient. But today, as I look out at the Courthouse I am reminded of what triggered… Read More
Update: Court Stays out of Anna Nicole Smith Case
Just a quick update to my earlier post on Anna Nicole Smith’s attorneys petitioning the Supreme Court to intervene in their case. According to Howard Bashman’s How Appealing Blog, the AP is reporting that “”Supreme Court Justice Anthony Kennedy has turned down a plea for help from the estate of Anna Nicole Smith in a… Read More
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