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Once upon a time, there was a family that did not plan ahead…

The air is still and heavy. The hum of traffic outside buzzed softly. A young, twenty-something, brother and sister sit in black chairs at the law office. Their Dad had just passed away and they were the only heirs. They were concerned though, because Grandma had moved into the house (“temporarily”) and all of Dad’s […]

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Estate Planning for Doctors

Do you know who is the worst about doing their estate planning (other than lawyers – you know, as they say “the plumber’s pipes always leak”). Medical professionals. Doctors and nurses. You know, people who see the realities of life and death every day. The reason why (at least this is what our medical clients […]

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Estate Planning and Timing

If both parents die in an accident, what happens to their minor children? Well, that all depends. You do have a will naming guardians for them, right? Or, at the very least, you named a standby guardian so that someone can take care of your kids for three months after you died, right? No? Then […]

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When to plan

Quick quiz: when are the two times people are most likely to make estate plans? Times up! In our experience it is (1) travelling out of the country and (2) going in for surgery involving general anesthesia. Here is the weird thing, these are the wrong times to be planning! (Of course, better late than […]

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Estate planning for pre-marital property

Did you know that whatever you owned before marriage, belongs solely to you even after you get married? If you want it to go to your spouse, you need to take some steps to make that happen. That is called estate planning. Estate planning is simply a big way of saying “planning now, while I […]

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Free Power of Attorney Form

I was going to put out some free resources, and was considering putting out a free power of attorney form. But, I hesitated and ultimately decided against putting one out. Why?

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Top Three Reasons For Estate Planning

Estimates are that 70% of Americans die intestate – that is without any estate planning whatsoever. Here are my top three questions and answers for estate planning:

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