Tag Archives: beneficiary

August is Make-A-Will Month

For many people making a will isn’t the most pleasant of tasks, and consequently, too few people do it. According to many surveys most people don’t have a will.  The biggest reason cited by many: They just never got around … Continue reading

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What the Heck Does “Per Stirpes” Mean in My Will?

An estate planning client recently called me to say he wanted the words “per stirpes” removed from his will because he “read on the Internet” that these words were old fashioned, confusing and lead to much litigation. In case you … Continue reading

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Seven Reasons Why Everyone Should Have a Will

Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death.  As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading

Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills | Tagged , , , , , , , , | Comments Off

Preparing to Call Your Estate Planning Attorney

I know most of you can barely hold yourself back from dialing that phone and calling your estate planning attorney to set an appointment to do your will.  But let’s reign in some of that enthusiasm and do a little … Continue reading

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The Danger of Not Reviewing Your Will

I cannot tell you how many times I hear people tell me “I already have a Will. I don’t need your services.” That statement might be correct, but often people don’t recall exactly what is in their Will. That’s why … Continue reading

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