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I appreciate the temptation to do this. As you’ll hear, it can go badly. Best to hire an attorney or at least have an attorney review what you created.
Category: Elder Law
Holiday Thinking/Pondering about Life and Grief
Family gatherings can be good times to talk about the year each has had – occasions that shaped their lives, things for which they are grateful. It’s also a time to stay aware that holidays are hard for some who have suffered recent or not so recent losses – and to be sensitive to that.
Contesting a Will
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RSS FeedWhen people ask me this, I tell them I don’t handle this. My conversation would be ‘what has you want to do this’? Answering “it’s the principle of the thing” is valid. It’s a personal choice.
It’s expensive, there’s no promise of success, it’s emotionally draining. And, I can refer you to someone who does litigation.
What does a trustee do? Should I speak to an attorney?
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RSS FeedTrustees have specific responsibilities – and it’s important to choose the right person. About speaking to an attorney – absolutely if you own anything and want to be sure it gets to the right person when you pass.
Trust or Will?
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RSS FeedOne of my favorite learnings from school was the phrase “it depends”. For me Trusts are when there are minor children, disabled children or adults, and people who might need government benefits. That being said, it still depends.
Age is No Reason Not To Do Something
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RSS FeedPeople talk about being too old…Not if you really want to do something.
Do I still coach? How did I get to be an attorney?
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RSS FeedCoaching was what I did before becoming a lawyer…it serves the legal practice and being an attorney was/is a walk of faith and a way to be of service.
Planning for incapacitation?
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RSS FeedDifferent things are needed for physical or mental incapacitation. It’s important to have paperwork in place in the event of either.
How ‘big’ does an estate need to be to need planning?
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RSS FeedIt’s a questions that pops up often because people think having an ‘estate’ means they have a lot of money, property, etc. Completely NOT TRUE