Blog Posts in July, 2013

  • Unexpected Results from Your Old Revocable Trust

    || 20-Jul-2013

    Rebecca and Adam prepared a revocable living trust many years ago. They did the right thing as they had a estate of about $1million at the time and a trust would definitely save them money if they died. They believed that once the trust was created and signed, they didn't need to update it – so they never even looked at again... that was, until Adam passed away. After Adam passed Rebecca ...
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  • The Government's Will - Do You Have It?

    || 8-Jul-2013

    Many potential clients I meet with tell me that they are "not ready" to create a will yet. For one reason or another, they are not able to commit to a decision. It is this that keeps them from creating an estate plan of any sort. This is when I tell them that they already have a will – The Government's Will. When they look at me in disbelief, I them ask them, "Would you ...
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  • Has Your Durable Power of Attorney for Health Care Decisions Expired?

    || 1-Jul-2013

    As part of my estate planning practice I often review people's existing estate plans as well as creating new ones. People often ask me to review one particular document like a will or trust but if they permit me, I will review all of their other documents as well. One document that is a standard part of a comprehensive estate plan is an Advanced Health Care Directive ("AHCD") or in ...
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