The Reason You Haven’t Signed Your Will Just Expired Somewhere in your house there’s a phone number for a lawyer. Maybe it’s a business card in a kitchen drawer, or a contact in your phone under a name you’d have Read more
Probate Costs $525 Here and $33,000 There Terrence and Yolanda kept a folder in the hall closet. Two wills, two powers of attorney, two personal directives, the life insurance policies, and a list of account numbers in Yolanda’s handwriting. They’d Read more
How Much Estate Planning Risk Can Your Family Absorb? There’s a moment in every new client meeting where the conversation turns to risk. How would you feel if this dropped fifteen percent in a quarter? Twenty-five? What would keep you Read more
Two Years, Not Two Months: What Executors Don’t Expect When Kaveh’s father died, the lawyer read through the will and confirmed what Kaveh already half expected. His father had named him executor. His sister looked across the table and said, Read more
The Estate Planning Excuse That Doesn’t Hold Up Anymore Levi had been meaning to update his will for three years. Not because anything was wrong with it, but because every time he thought about starting, his mind jumped straight to Read more
The $150,000 Surprise Waiting in Your Family’s Cabin There’s a moment that happens at a lot of family lake properties, usually near the end of a long weekend. Someone looks out at the water and says something like, “This place Read more
The Digital Side of Estate Planning When Arjun Mehta’s father died in the fall, the funeral was the least of his problems. His dad’s line of credit payment was due in four days, and the only way into the bank’s Read more
You’ve Been Handling Your Parent’s Finances for Years. You May Have No Legal Authority to Do Any of It. Colette had a system. Every second Tuesday, she’d sit at her mother’s kitchen table with the mail sorted into three piles: Read more
They Keep Saying They’ll Get to It, But Most Never Do. Marcus and Keiko had been together for eleven years. They owned a home, had two kids in elementary school, and both worked full time. They were organized people. They Read more
What Will You Actually Be Judged On? The Executor Standard Most People Have Never Heard Of A friend of mine once described agreeing to be someone’s executor the way most people do: “They asked. I said yes. It seemed like Read more
