Conservatorship | Estate Plan Pros
The Real Cost of Estate Planning

The Real Cost of Estate Planning

Have you ever come across a deal that you really wanted to jump on, and for whatever reason, didn’t or felt like you couldn’t at the time?  And later, you looked back, and realized that you should have made the leap?Bill Gates, at age 23, offered a majority share for his fledgling tech company, Microsoft, to Ross Perot, the President of Electronic Data Systems, for between $50 to $60 million...

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Failing To Plan For Disability

Many people, including some estate planners unfortunately, fall into the trap of thinking that estate planning is for after you pass away. The reality is that becoming disabled can be more expensive than all the probate fees and estate taxes combined. Depending on where you go for your statistics, your odds of becoming disabled could be as high as 50%. But whatever number it is, the financial...

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Family Drama and Protecting Your Parents

Caring for aging parents is a complicated business that takes a lot of love, patience, and the ability to navigate bureaucratic mazes of benefits, penalties, and eye-popping expenses. A new book by Roz Chast a cartoonist for the New Yorker titled, “Can’t we talk about something more PLEASANT?” is a humorous and honest memoir of caring for her parents through their seventies, eighties, and...

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Eight Keys to Estate Planning Success

My parents taught me to leave things better than when I found them.  That rule applied to everything from my room to the campsite at which we had spent our vacation.  So it’s understandable that I’m passionate about leaving an estate that is organized, that eliminates needless expenses and delays, and reduces the potential for conflict between surviving family members. The following are eight...

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Incapacity Protection, What Is It, And Who Is It For?

What is Incapacity Protection? There are a number of legal risks when you are unable to make decisions for yourself.  Whether it is because important things can’t be done while you are unable to act on your own behalf, to the wrong people taking charge, to the right people not being able to get vital information, the list of things that can go wrong is extensive, and expensive....

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Price of Failure to Plan - What Will it Cost If You Don't Plan Your Estate?

Part of sophisticated planning is weighing cost and benefit, risk and reward.  When you evaluate whether you need an estate plan, or what shape that plan will take, it is helpful to review the consequences of doing nothing.  So what is the price of “failing” to plan? It’s easy to assume that our life will play out according to the script we all have in our heads – we’ll live a long,...

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Are you prepared in case of incapacity?

When most people create their estate plan they are just thinking about the point in time after they are gone. There is a lot that can happen to you personally before that point Specifically, people can face incapacity or diminished capacity – the ability to carry out life on a normal day to day basis. I see this situation all the time, especially with elderly clients – their memory is slipping...

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Myths About Wills – Myth No. 2 – You Are Completely Covered With a Will

In this post series, we are looking at several misconceptions regarding wills.  Wills have been around seemingly forever, and it’s the document most people think of when they begin to think about planning for the future.  But how effective are they? Myth No. 2. You Are Completely Covered With a Will In reality, you are not protected in many areas by a will, and here are three...

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