People seem to fall into one of two categories when it comes to papers and records: (1) the hoarder, who keeps everything forever and (2) the minimalist, who throws everything away as soon as it is … [Read more...] about How to Handle Paperwork for Estate Planning
Tips for Personal Representative or Executor of Estate
When a loved one dies, the emotional aftermath will be the immediate focus. But soon thereafter, the focus must shift to financial and legal matters. And the person responsible for initiating and … [Read more...] about Tips for Personal Representative or Executor of Estate
Unusual Will Provisions May Not Pass Court Scrutiny
While it isn’t rare to hear of wills that leave directions for everything from pets to football tickets, some wills contain even more unusual will provisions. For the most part, anything you want to … [Read more...] about Unusual Will Provisions May Not Pass Court Scrutiny
Health Care Documents Essential in Estate Plan
In this last of three posts about essential estate planning documents, we will look at critical documents related to health care and other legal documents that should be readily available to your … [Read more...] about Health Care Documents Essential in Estate Plan
Estate Planning Should Go Beyond the Basics
This is the second in a series of posts that will help to identify documents that should be part of your estate plan. Even the most basic estate plans should include much more than just a will. This … [Read more...] about Estate Planning Should Go Beyond the Basics