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Estate Planning - Keep the Family In Mind
January 3rd, 2015
My very first blog post for our new website talked about the differences between on-line estate planning services and using a flesh and blood attorney. One of the big differences is that while it is easy to get power to someone, to direct that someon…
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Where Does the IRA Go When Beneficiary Designations Fail?
December 9th, 2014
Following up on my recent discussion here about beneficiary designations as a “Stealth Will“, a new survey done by NICSA, a not-for-profit trade association, found little consistency in how financial institutions treat a default beneficia…
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Why Use an Attorney For Estate Planning When You Can Just Get a "Will" Online and for Less?
October 6th, 2014
I am asked this question all of the time – in seminars, when people are calling to inquire about my services, and during the initial consultation I have with clients when we are talking about the fee. There are a lot of answers, all of them goo…
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