Yearly Archives: 2022

Viserys Targaryan’s Estate Plan Gone Completely to Hell

Another Royal Biffs It Foreshadowing Civil War in the Realm SPOILER ALERT! Do not read this if you haven’t seen Episode 8 of House of the Dragon, “The Lord of the Tides.” Also, this is NOT legal advice and does not constitute an attorney-client relationship. It’s just for fun, folks. You’d think as King of the […]

Read More

How to Stop Procrastinating on your Estate Plan

Shortly after the beginning of the pandemic, I noticed a dramatic increase in the number of business inquiries coming into the law firm. It seemed like people who had been able to put their estate planning repeatedly on the back burner could no longer bring themselves to do so. Too many people were dying, and […]

Read More

Leaving Money to Your Nieces and Nephews – Read This First

Picture this scenario…

You’ve worked hard, saved and managed to accumulate some wealth.

You’re not a robber baron by any means but you’re comfortable. Your siblings haven’t fared as well and you want to make sure that their children have the benefit of a solid higher education. With no children of your own, it seems the right thing to do.

What does this have to do with estate planning?
Nothing. I just like it.
So you set up 529 college education savings plans for your nieces and nephews, make them the beneficiaries, and mention everything in your will.

Read More

Please Don’t Take Estate Planning Advice from Facebook!

Recently, a post on Facebook by a young mom who simply wanted to be of help to people in encouraging them to get their estate planning in order went viral. As of this morning, July 6, 2022, the post, purporting to show people how to do a DIY estate plan had over 69,000 shares with […]

Read More