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for midlife and beyond

I Just Want a Simple Will…

I hear this one all the time from new clients. They don’t see their lives as complicated, or maybe they’re trying to signal to me that they don’t want to spend a lot of money on estate planning.

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All of My Property Goes Through My Will, Right?

Most people know what they own, but few people know how they own it. Unless you’re single with very few assets, this may describe you. How can this be?

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I Want to Avoid Probate at All Costs

This one’s tricky. Some states do have onerous probate procedures that are costly, time-consuming, and require a lot of court involvement. If you live in one of these states, by all means, take whatever steps your attorney recommends to avoid it.

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Posted in Wise and Wary Blog | Leave a comment
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03.29.11

I hear this one all the time from new clients. They don’t … More

03.22.11

Most people know what they own, but few people know how they … More

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