After lots of thinking, attempts to repair a broken relationship and weighing of other options, you’ve decided you need to disinherit or cut a family member out of your estate plan. If you’re still wondering about whether to disinherit someone,…
When helping people create an estate plan, one of the many difficult conversations we have centers around disinheriting a loved one – whether a child, other family member or even a spouse. We know this is a tough conversation. We…
adulting [ad-ult-ing] noun. The practice of behaving in a way characteristic of a responsible adult, especially the accomplishment of mundane but necessary tasks. I borrowed this idea, including the title and definition, from my friend Cathy Perry, who is a…
Anyone who has met with me will recognize this analogy. In many ways I view an estate plan as a treasure chest. Importantly, it’s only useful if your treasure is in it. In estate planning lingo, we refer to this…
I took my middle son to college last week. My oldest is now a college senior and my youngest is a high school junior. Dropping my middle child off at college was just as emotional as dropping off my first. …
Who will make health and financial decisions for you if you can’t? A crucial part of any estate plan are the documents appointing people to make decisions when you can’t. What happens if you’re in a car wreck, unconscious and…
What will happen to your beloved pet if you are hospitalized and after you die? Without a plan in place for their care, pets risk ending up in a shelter, and especially for older pets, possibly being euthanized. Here are…
April 11, 2020: The Estate Planner LLC’s Updated COVID-19 Office Procedures During this difficult time, we want you to know we are here for you. We continue to serve our clients with their estate planning and elder law needs. We…
I was on a FaceTime call with my family recently – mom, dad, sisters, nieces. My dad confessed that he had been grocery shopping despite pleas from the rest of us to stay home. I’ve heard lots of GenXers, Millennials…
A When I’m Gone File is an act of love. It makes life so much easier for your grieving loved ones who are already struggling when you pass away. As an Estate Planning and Elder Law attorney I spend most…