Avoiding Estate Planning

Discussions about why people avoid setting up their estate plans, including the lack of understanding the need, perceived high attorney fees, and avoidance due to the nature of the topic.

Interview: Young Adult With Digital Assets But No Will

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It has been said that young adults without significant assets do not need a will.  In response, I present an interview with my friend “F”. F is in her mid-20s.  She has full-time employment and also runs a side photography business.  She is single and childless, but she has a serious boyfriend.  Her divorced parents…

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Why Should Estate Planning Be A Priority For Me?

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Excuse me; may I interrupt your self-imposed blog posting hiatus? Sure, what’s up? You once said that every adult needs an estate plan.  Isn’t that a bunch of hooey?  I mean, if you go to a financial planner, you hear “everyone needs a financial plan.”  If you go to an insurance salesman, you hear that…

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Estate Planning and Optometry Are Quite Different … Or Are They?

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The very glasses that provided “insight”.  Enhanced image by Krysteena Marie Photography. So over the weekend, my glasses broke.  As displayed in the accompanying picture, the top half of the frames are made of metal while each lens is held in by a small elastic band. The glasses lost a battle with my knee and…

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Single? Have Less Than $1 Million? Why You Still Need an Estate Plan

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It is certainly easy for the estate planning lawyer to say that every adult needs at least a will.  But if we think about it, does the single person with few assets really need an estate plan at all?  Read more...

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Estate Planning Law as a Career: 5 Barriers to Success

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On occasion, I receive an email or a phone call from a new attorney asking me about estate planning as a career.  I think it is a wonderful focus for a practice – you can really make a positive impact on a family, you are helping others face issues they otherwise would avoid, and your…

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Last Week in Estate Planning (August 21 to August 27, 2011)

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One thing I enjoy about most of the top estate planning blogs is that they go to the trouble of citing others’ fine work.  In this week’s top 10 posts and articles, you will find several examples of this praiseworthy practice. Top Posts and Articles of the Week Post of the Week Be Mindful of…

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What’s Missing From This Trust? Not Knowing Could Cost You Thousands

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There are plenty of articles, books, blog posts, etc. that explain the benefits of hiring a lawyer to do your estate plan, rather than doing it yourself.  Similar articles, books, blog posts, and et ceteras also recommend that you hire a lawyer instead of using an online company. On the other hand, fewer resources explain…

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Interview: Middle-Aged Person Without an Estate Plan

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Let me open by quickly sharing a favorite joke:  “What’s the difference between ignorance and indifference? I don’t know and I don’t care.” If you have thus far avoided creating an estate plan, ignorance and indifference may be two big reasons why.  Read more...

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5 Reasons Digital Estate Planning Hasn’t Caught On … Yet

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I got a nice note from a Boston University graduate student several weeks ago asking me to address some of her questions about digital estate planning, which in turn triggered this post.  For a summary introduction on this topic, I humbly offer these posts (Digital Assets, Part I, Digital Assets, Part II, and Steps to…

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“Hey Lawyer, Why Can’t My Will Just Be One Page Long?”

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OK, OK, OK, we’ve been sitting here for almost an hour and you’ve been asking me all kinds of questions about my family and my goals and my situation.  Why do you need all of this information? I need this information so that I can see what is most important to you, and to make…

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