When you should update your estate plan depends on the Six D’s. What are the “Six D’s”? They are: death, divorce, diagnosis, distance, dividend and days. In other words, if someone or something in your last will and testament, financial power...
This is part two of the differences between a will obtained online versus a will prepared by an attorney you have thoughtfully worked with for your planning. We mentioned in part one that we are asked to review online wills for potential new clients all of the time. ...
We are asked to review online wills for potential new clients all of the time. A large majority of them are wills that they obtained in a “kit” or downloaded from the internet off of a site for “do it yourself” estate planning. I’m not...
We work with moms. One of the first things we discuss with moms (and dads) when we meet with them in our consultation is why they need a trust and why a basic or simple will won’t work. We’d like to share that information with you, also. So why...
When you should update your estate plan depends on the Six D’s. What are the “Six D’s”? They are: death, divorce, diagnosis, distance, dividend and dates. In other words, if someone or something in your last will and testament, financial...
Did your attorney ask you these three things before they signed you up? Why? Who? What? If not, your estate plan may not be the right plan for you, your family, your kids. Wills, powers of attorney for finance and advance directives for health care and trusts work for...
