Are you thinking about making changes to your estate plan? If you’re already our client, or you are in Southern Arizona, we’d like to help. But we have some advice for you in any case. In this podcast episode, we discuss some of the common mistakes we see people make. Changing your estate plan isn’t…
Sometimes our clients misplace their original wills. They often worry whether that will cause a problem. Our usual answer: probably not — but it’s easy to fix. Let’s just redo your will, even if we don’t make any changes. Sometimes, though, the problem comes up after a death. Everyone “knows” where the original will is.…
Every year we make New Year’s resolutions. By February we realize we’re not going to keep them. It’s hard for us to argue that you should make your own resolutions. But we do have a suggestion for you, related to your estate planning. Not “you should get in here to sign a new will” or…
In this online, digital age, do you still need to keep original documents in a secure place? Yes — though (at least in Arizona) loss of some originals — especially your trust and powers of attorney — may not be a huge problem. Join us for a discussion about which original estate planning documents you…
You’ve signed your will and powers of attorney. Maybe you’ve even signed a living trust. But now who should get copies of your will and trust? Is the answer different for your powers of attorney? What to do with the original documents First, let’s just say a word about what you should do with the…
Our good friend and colleague Tim Takacs, a Tennessee attorney, wrote about what to do with your estate planning documents. We suggest some things not to do.
DECEMBER 14 , 2009 VOLUME 16, NUMBER 64 Preparation of an estate plan is more than the individual documents. A good attorney considers the client’s circumstances and wishes, and analyzes the best course of action. The process requires the attorney and the client to communicate, and to work together. Too often, however, problems arise after…