Posts Tagged ‘ wills ’

One State’s Brochure Against Living Trusts: How ‘Bout Them Apples?

75px-Apples

A colleague recently sent me a link to this pamphlet,  “Living Trusts:  Get the Facts!” from the Estates and Trusts Section of the Maryland State Bar and the Register of Wills Association of Maryland, circa 2004.  I did not even have to click on the link, because I was already well acquainted with it.  Read…

Read more »

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

2626778991_26a30c8710_s

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...

Read more »

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

75px-Canada_Court_System.svg

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…

Read more »

Interview: Middle-Aged Person Without an Estate Plan

75px-Quizz

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...

Read more »

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

2264964015_4e1756fc9b_m

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…

Read more »

Common “Pot” Trusts: Why You Shouldn’t Treat Your Children Equally

75px-Children_dancing

If you have minor children, you most likely would want them to be provided for in case something terrible happens to you and your spouse.  How would you split your assets between them? At first glance, your natural tendency is probably to respond, “equally, of course”.  For the most part, we love our children equally,…

Read more »

Last Week in Estate Planning (June 17 to June 25, 2011)

2369111942_81d5ba4819_s

While reviewing last week’s blogs and articles, imagine the fantastic surprise I got when I saw Julie Garber’s recent “Estate Planning Roundup” article on about.com blog commending this blog.  That’s really some compliment — I have always thought her blog is one of the best, especially in terms of timely information and readability.  She has…

Read more »

Last Week in Estate Planning (June 10 to June 16, 2011)

3327041430_3ab6e0a2a3_s

Here are links to the top estate planning stories and developments of last week. By the way, I receive absolutely no financial remuneration from recommending any of the following choices.  I believe this enables me to give an unbiased view of what, IMHO, is the best in topical and quality work from estate planning colleagues…

Read more »

Estate Planning Post of the Week (May 27 to June 2, 2011)

4710685798_060afbdd83_s

Introduction (or Why Do We Need an “Estate Planning Post of the Week”?) I have always found it interesting that when it comes to death planning, significantly more people view life insurance as a higher priority than estate planning.  Read more...

Read more »

“Do I Need a New Will if I Move to Another State?”

300px-Agreeableness_by_state

Generally, if a will is valid in one state, it will be valid in the next state.  However, if your state laws differ in the areas discussed below, a revision or a completely new will is likely warranted. Proving Your Will Your personal representative will have to prove the validity of your will to the…

Read more »