Whether you are back in the classroom or teaching remotely, September 2020 brings some unknowns and unexpected preparations. The start of a new school year presents an ideal time to check estate planning off your to-do list. There are several documents everyone should have in place to ensure that there are no barriers to making […]
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What Do I Need in my Estate Plan?
Creating an estate plan was something my husband and I talked about doing for years. We knew it was important, yet kept pushing it further down on our to-do list since we were healthy, childless and had a hard time facing our mortality. When I became pregnant with my second son, we decided the time […]
What’s the Difference Between a Probate Attorney and an Estate Planning Attorney?
Attorneys love their jargon. Well, we don’t love it. But it’s hard to escape using it, when it means specific things. One question that I’ve heard come up is, “What kind of attorney do I need?” and, “I don’t even know what to look for.” When it comes to finding the right attorney, I always […]
Should I Use an Online Service to Write My Own Will?
In theory, the idea of using an online “automated” service to draft your will sounds wonderful. These services are marketed as fast, easy and affordable. We are all short on time and you may think that drafting a will from your laptop while sitting on the couch is far easier than hiring an attorney to […]
How to Care for Pets After Death
Leona Helmsley wanted to make sure someone cared for her pet after her death. She left $12 million to her dog, Trouble, in her estate plan. If it seems excessive, the probate court agreed. They reduced it to $2 million. Most people with pets don’t have $2 million to bequest to them. Most people simply […]
Do You Need a Trust?
I am frequently asked whether a trust is necessary, and I give the most legal answer I know: It depends. There are many different types of trusts, that serve many different purposes. They can shelter assets to reduce estate tax liability, protect privacy during the probate process, provide for responsible financial management of a minor […]