Let’s look at the six steps you should take to create an estate plan. This will protect you and your loved ones from disaster: 1. Get Ready — Identify your goals, assets and debts. 2. Save Taxes — Find ways to reduce income taxes and probate taxes….
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Here is a summary of what your Estate Plan does to save you time and money. It will help you organize your thoughts for when you meet your lawyer. Let’s look at the essential documents you’ll need: 1. Will • Names an executor and backup executor • …
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It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. This is the book that finally makes…
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Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
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One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question: Should I…
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NEW: Ask Ed I'm inviting you to submit your estate questions to me. I'll select and answer questions in this blog. You can remain anonymous, if you wish. Submit your questions, comments or whatever is bothering you. I hope we can establish a dialogue on estate…
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Do common law spouses have the same estate rights as married couples? Common law spouses do not have the same estate rights as married spouses. They can sue their partners’ estate for support and make a claim for unjust enrichment. Here are 3 steps that a court…
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Do common law spouses have the same estate rights as married couples? Common law spouses do not have the same estate rights as married spouses. They can sue their partners’ estate for support and make a claim for unjust enrichment. Here are 3 steps that a court…
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Free estate planning webinar – Wednesday, November 16, 2011 at 7:00 p.m EST. You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have…
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When choosing estate executors, my clients often tell me: • I am afraid of choosing the wrong executor • I have no options when choosing my executor • I postponed making my will because I didn’t know who to choose. As an estate lawyer, I help clients…
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