Category Archives: Estate Planning

Ten Top Reasons to Make Your Will

There are undoubtedly more than ten reasons why it is a good idea for you to have a Will.  But I recently heard an attorney in another state make a presentation on some of the top reasons why he suggests … Continue reading

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Mistakes Executors Make

An article published in the Wall Street Journal several years ago is still one of my favorites.  It is particularly relevant to those who are serving or have been designated as executor in friends’ or family members’ wills, but it … Continue reading

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Signed My Will – Now What?

If you have had a will prepared and signed it with the appropriate formalities, don’t allow your family to be the one calling the attorney and saying, “Dad said he had a will, but we cannot find it.” Family communication … Continue reading

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Is It Really a Free Dinner???

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

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Have You Protected Your Digital Assets?

Digital assets are fast becoming one of the most valuable parts of many people’s estates.  The following column alerts us to ideas for protecting those assets when we die. Don’t leave grieving relatives searching for your passwords: Here’s how to … Continue reading

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