Estate Planning for Women

A simple slideshow that addresses estate planning issues faced by women.

Personal Property Disputes

Another article that reflects that estate disputes are most often about personal property, not money. I recommend that clients prepare a memorandum to distribute specific items that are of sentimental value. Also, giving an item away during life is a good strategy.

National Estate Planning Awareness Week?

Yes, there really is such a week. Anyone who is over 18 – whether single, married, young, old, wealthy, healthy, sick or poor – should implement estate planning documents that meet their needs and goals. This is also a good time to review current plans to make sure that it meets your current goals.

Tips for Same Sex Couples

A quick overview of estate planning issues faced by same sex couples.

Estate Planning Basics

Money magazine provided a nice overview of estate planning last year.