Sometimes you suspect someone might not be the right fit for a business relationship. There are a number of red flags I watch for when I hear from someone out of the blue. For me, an emphasis on or preoccupation with ‘price’ is one of them. Which gives me permission to be direct with the […]
Tag Archives | estate planning lawyer
Routine changes and updates to our laws are only one reason you should be reviewing your estate plans regularly with your attorney. There are numerous ways an estate plan can fail without regular ‘maintenance’ checks:
The proliferation of online estate planning tools may give you the sense that your will consists of a whole list of blank spaces, into which your attorney inserts names of your choosing, and out spew your legal documents. Like a fancy, binding game of Mad Libs. The reality is – your will, and the process […]
Estate planning is not a one-size-fits-all exercise. It’s not even a one-size-fits-most. This is how most people think estate planning goes: You meet with an attorney. They take an inventory of your family and your stuff. They hand you a big pile of documents based upon your inventory. Then they send you the bill. No […]
Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality! If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their […]
Let’s face it, doing your estate planning, contemplating your demise, sucks. And it’s all the lawyers’ fault. Well, I’m done with that. So done. The legal industry leads with fear, and it’s driving people away in record numbers. We’re losing millions of clients to the world’s largest law firm – the Internet. LegalZoom alone has […]
You know you need to take care of your estate planning and yet there are so many steps – steps you don’t even know what they are – you end up putting it off for months or years. Congratulations! You’re human!