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

April 18, 2012
The author's actual glasses in disrepair.  Enhanced image by  Krysteena Marie Photography.

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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20 Annoying Things About Being an Estate Planning Attorney

March 16, 2012
Background photo from quickmeme.com

No, for the most part, we don’t starve.  These may also have a “First World Problems” vibe as well.  But as you read the following list, maybe, just maybe, you’ll laugh and perhaps shed a tear too: 1.  The Binding Struggle Pictured to the right.  Choices include 3-ring binders, staples, wire, coil, comb-binding, velo-binding, spiral…

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Have Dependents? Then Strongly Consider Standby Guardianships

March 14, 2012
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Today we discuss a strategy that is useful in case of what is likely the most devastating, worst-case scenario for many families – the unexpected and sudden death of parents or caregivers. While we hesitate to even think about it, we must consider all possibilities in estate planning so that loved ones can be left…

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Follow-Up Answers to “Revocable Living Trusts in a Nutshell” Webinar

March 2, 2012
NBI logo

Online Presentation This past Monday, I gave a 90-minute webinar entitled “Revocable Living Trusts in a Nutshell”.  It was sponsored by the good folks at the National Business Institute (“NBI”) and simulcast by West Legal Ed Center.  The course was geared toward a national audience and is approved for Continuing Legal Education (CLE) credit in…

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What is the Federal Gift Tax? The Rules for 2012 (And Beyond?)

February 24, 2012
Photo credit = "Taxes" by 401kcalculator.org via flickr

Image by 401kcalculator.org via flickr. Let’s discuss federal gift taxation for 2012. Our government has been fairly active lately initiating proposals for gift taxes in 2013 and beyond. For example, earlier this month, President Obama proposed the application of the gift tax rules that were in place in 2009. Since this would result in a…

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No Digital Estate Planning? Go Google Yourself!

February 11, 2012
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Have you ever Googled yourself?  Did you find any fascinating careers and/or hobbies that your same-named friends have undertaken?  It is amazing and a bit scary how much one kind find through this three-second exercise. Searching My Own Name I entered my first and last name in quotes earlier today and found the following information:…

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Why Many Estate Planning Lawyers Don’t Quote Fees Before Meeting You

February 6, 2012
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So you finally get the gumption to call an estate planning lawyer.  You’ve done your research, asked friends for referrals, and then you make contact with the lawyer.  But when you ask what the lawyer charges, he or she won’t give you a straight answer. This is frustrating.  Is the lawyer trying to hide something? …

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