Estate planning mistakes happen. Last time we discussed the problems with leaving everything to your surviving spouse. Perhaps a more fundamental problem is “Will Errors.” The main error one frequently makes is not having a Will at all. Failure to make a Will leaves the disposition of your estate to state law, not your wishes… Continue Reading
Author Archives: John
Can You ‘Bulletproof’ Your Estate Plan?
The reason most people write a Will and complete their estate plan is to make sure their wishes are carried out after they die. You want to be certain that your spouse will get what you want, that your kids will get what you have left for them, and so on. Problems can arise, however,… Continue Reading
Top 10 Estate Planning Mistakes: First in a Series
It’s January 2019, and as is usually the case, I have a number of new clients with “resolutions” to make or update their estate planning paperwork. With that in mind, I felt it would be useful to mention the top 10 mistakes many people make when creating a Will or other planning documents. So here… Continue Reading
“I Love the 70’s . . .”
“I Love the 70’s . . .” Or so the slogan of the VH1 TV series goes. That show has a number of celebrities reminiscing and poking fun at all kinds of things that came out of the 1970’s. Things such as bell bottoms, disco, mood rings, the Brady Bunch, Watergate, exploding Ford Pinto’s and… Continue Reading
Dude, Where’s my Estate Plan?
Do you have an estate plan? Statistics show that many people do not have any basic estate planning documents. A recent survey found that only 14% of adults aged 18-29 have an estate plan, 35% of 30-49 year olds have one, 56% of those aged 50-64 and 68% for those over 65. Clearly the issue of… Continue Reading