Estate planning Essentials
educate yourself on basic estate planning Questions and concepts below.
the posts here are only for information purposes. it is not legal advice and it does not create an attorney-client relationship. If you have specific questions about your situation, you will need to contact an attorney.
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Tell me about non-probate transfers…
Learn what non-probate transfers are since you’ve likely already done one.
(Un)popular Opinion: You are Responsible for Your Estate
(un)popular opinion: only you have the information needed to plan your estate
honestly, Why is estate planning so confusing?
Why is estate planning so confusing and some tips to help get through the process
What can Trusts Do?
A general overview of trust types, how they are used, and tips for figuring out if a trust is something you need.
Promise I’m not being nosy
Estate planning attorneys - attorneys in general - ask a lot of questions, but not because they’re nosy….
should i consider long-term care when planning my estate?
Let’s talk about long-term care planning
Estate Planning is a Process, Not a Task
Why do we plan the same estate over and over again?
what does per stirpes and per capita mean, and why do I care?
Do I leave my estate assets per stirpes or per capita, what do those even mean?
A self-care resolution: estate planning in 2024
Prioritize self-care in 2024….plan your estate!
what is the difference between disinheritance and a no-contest clause?
Disinheritance - how it’s done and some practical considerations
What is the difference between a will and a trust?
This post explains the basic differences between a will and a trust with an emphasis on the practical implications.
5 reasons to hire an estate planning lawyer
5 reasons you should consider hiring an estate planning attorney even if you think you can DIY.
Now here’s why you never want to have to use your will
You have a will - great! - let’s not use it. Ever.
financial Power of Attorney - basics
Learn what a Financial Power of Attorney is and why you need one in your estate plan
Healthcare Power of Attorney and Living Will - Basics
Overview of Healthcare Power of Attorney and Living Will
7 signs you need to make or revise an estate plan
7 signs you need to revisit your estate plan, or to make one if you haven’t already