Preparing Your Estate Plan | Estate Plan Pros
Will Airs Dirty Laundry

Why A Will Airs Your Dirty Laundry

Ever wonder why you get to hear about all the details around a star’s estate, like Prince?  It can be fascinating, learning the details of family rifts, and of course, who will inherit the mansion.  Don’t be distracted, though, because you could be exposing those same details to the world for your family.  How?With very few exceptions, all court cases, including probate cases, are...

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Three Essential Steps To Creating An Effective Estate Plan

Three Essential Steps To Creating An Effective Estate Plan

Have you ever left the house and discovered that you've forgotten your keys... or your wallet... or that important report sitting on your counter? Sometimes you discover that vital missing thing too late to go back and get it, requiring some last minute scramble. An effective estate plan can help your family avoid costly last minute scrambles. Create...

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Rogue Social Worker Trumped By Dad’s Health Care Directive

Rogue Social Worker Trumped By Dad’s Health Care Directive

Imagine having the court system force treatment on you that you don’t want.  That was the situation in which Dick Magney found himself.Dick Magney was in the hospital and receiving palliative care.  He and his doctor and his wife had agreed that further medical procedures would be counterproductive, when a Social Worker showed up with a temporary treatment order from the court,...

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A Conversation Worth Having: 7 Tips for Discussing Estate Planning With Your Children

Having a conversation with your adult children about your estate planning choices can be emotionally challenging, not to mention the host of potentially difficult practical decisions to be made. But the benefits of having a conversation now can make the difference between continued family harmony, or years of legal wrangling and broken relationships after you are gone. Here are a few tips to...

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Forecasting Estate Tax Changes: Presidential Candidates Stand on Estate Taxes

Forecasting Estate Tax Changes: Presidential Candidates Stand on Estate Taxes

As with any presidential election, there are many serious issues at stake, to say nothing of the personality clash this election cycle.  I don’t rate estate taxes as the issue to swing my vote, but for advising clients about where the estate tax may be headed in the future, it is useful to look at the positions of the two candidates. For many years estate taxes have been a political...

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Top 4 Estate Planning Myths

Top 4 Estate Planning Myths

In India, a there is a story of a group of blind men who wanted to understand what an elephant is.  So they finally encountered a mahout who would let them touch an elephant.  The first touched the tail, the second a leg, the third a tusk, and the fourth the trunk.  As they went on their way, they talked about their impressions of an elephant.  Not surprisingly, their...

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How to Create Your Rulebook – an Estate Plan that Has Your Voice

How to Create Your Rulebook – an Estate Plan that Has Your Voice

My grandmother was an excellent tailor, creating many garments for our family and others.  They were always made well, fit well, and expressed her love and creativity for each of us.  The shirts I buy off the rack will never be able to compete with my shirts from grandma.  An estate plan is like a good shirt.  A good shirt is cut to fit you, uses fabrics and colors that suit...

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Gold Medal Winning Routine for Estate Planning

Watching Usain Bolt cross the finish line for a third consecutive gold medal for the 100m sprint or seeing Michael Phelps add to his amazing gold medal collection is part of what makes the Olympics so much fun.  Each of these athletes has dedicated a huge chunk of their lives to be able to compete on that world stage, to perform for that one moment in time when it matters.  What we see...

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Is Your Estate Simple or Complex

How to Tell If Your Estate Really Is Simple

When dealing with the “wonderland” that is the legal system, you can find yourself falling down the rabbit hole.  When it comes to the question of whether your estate is “simple” or “complex” you’ll find that the answer has some curious and perhaps some surprising twists. How big is your estate?That is the obvious question, isn’t it? Yes, size can matter, particularly for estate tax planning...

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Understanding the “Moving Parts” in a Trust

Understanding the “Moving Parts” in a Trust

Estate planning can appear complicated because we attorneys have so many odd names for different things.  You can find yourself easily asking, who talks like that?  Understanding your trust starts with knowing what are the moving parts in your trust. Trust MakerWhen you create your trust, you’ll see that the trust refers to you as the Grantor or the Settlor or Trustor or Trustmaker....

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