Learn about the documents required for a complete estate plan, including wills, trusts, and powers of attorney, to protect your assets and your loved ones.
The 3 Types Of “Estate” Attorneys, And Finding The Right Attorney For Your Needs
When you hear the word “estate,” what comes to mind? For many people, it conjures images of sprawling mansions with acres of manicured land. Others might think of estate sales, where a lifetime’s worth of possessions are sold after someone passes away. Still others associate it with real estate transactions, such as buying and selling […]
Why You Shouldn’t Use AI To Write Your Estate Plan
A courtroom is a fantastic place for a lawyer to get a real education. I’m telling you, probate court is like a masterclass in “What Not to Do” when it comes to estate planning. I see all sorts of things, but the common theme is always the same: a badly-written plan leaves a massive, expensive […]
4 Excuses That Keep People From Protecting Their Legacy
As the relaxed days of August unfold, we recognize it as National Make a Will Month—a perfect time to address an important task before the busy back-to-school season and holiday rush begin. Shockingly, about two-thirds of Americans lack any form of estate plan, whether it’s a will, trust, or powers of attorney. August just happens […]
Do I Really Need An Estate Plan?
Some people hear the term “estate plan” and assume it is reserved for the ultra wealthy. I assure you, that is not the case! Anyone over the age of 18 should consider making an estate plan. Your “estate” simply refers to your possessions – the money in your bank account, your car, your personal possessions […]
Procrastination vs. Preparation: The Financial and Emotional Costs of Putting Off Estate Planning
Avoid costly delays in estate planning—learn the financial and emotional impacts of procrastination and how to prepare effectively.
How NOT to Work with an Estate Planning Attorney: The Halloween Edition
Estate planning may not seem like a Halloween horror story, but ignoring the essentials can haunt you later. Working effectively with your attorney is key to keeping the skeletons out of your financial closet and protecting your loved ones. Here are some frightening mistakes you should avoid when working with your estate planning attorney: 1. […]
How NOT To Plan For Your Death (Shortcuts + Pitfalls in Estate Planning)
When creating an estate plan, it is not uncommon for people to overlook important details or resort to shortcuts that lead to complications down the road. Over the years I have become familiar with the many shortcuts people take in their estate planning and the many pitfalls of inadequate planning. If you’re making an effort […]
Online Estate Plan vs. Working With An Experienced Attorney: Which is Best?
In today’s digital age, convenience is king. With just a few clicks, you can order groceries, book travel, and yes, even create an estate plan online. While the allure of do-it-yourself solutions may seem tempting, there’s one crucial aspect that online services lack – personalized expertise. In this blog post, we’ll delve into the benefits […]
Estate Planning Frequently Asked Questions
Confused about Estate Planning and don’t know where to start? Here are a few Frequently Asked Questions that may help: Do I need an estate plan? Yes, if you have any assets and care about who receives them after your passing, as well as who will oversee their distribution, you need an estate […]












