Tag Archives: estate planning

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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Does Your Will Need To Be Updated?

I will occasionally have clients who wish to probate the will of a deceased parent or spouse, only to find that the will is very old; I think about fifty years old is the oldest I’ve had. This frequently causes … Continue reading

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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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