Blog Archives for tag Assets

Do-it-Yourself Lawyer’s Mistakes Costs Beneficiaries Thousand

Elwood Olsen thought he could save a few dollars on attorney’s fees when his wife passed away. It turns out… Continue reading »

Providing for Beneficiaries without Giving Them a Blank Check

I recently met with an elderly woman in Scottsdale, Arizona, who wanted to know more about establishing a family trust…. Continue reading »

The Top Five Estate Planning Mistakes – Are You Making Them?

Mistake #1:  Failing To Plan You may think that failing to create a plan is not estate planning and therefore… Continue reading »

What is a Guardianship?

What is a guardianship? A guardianship is the appointment, by a court, of an individual or entity to provide care… Continue reading »

Why Do We Decorate Eggs for Easter?

This Sunday is Easter Sunday, and we hope it is a special day for you and your family to be… Continue reading »

Take Caution with Reverse Mortgages

Fred Thompson (the Senator) and Henry Winkler (the “Fonz”) aren’t wrong about the benefits of using the equity in your… Continue reading »

Penny-wise and Pound-foolish; Pitfalls of using do-it-yourself estate planning forms

Preparing one’s own estate planning documents through an online legal document service can be a risky proposition since estate planning… Continue reading »

What will your legacy be?

Have you ever wondered how people will remember you?  Have you ever thought of the people that inspired you or… Continue reading »

Caring for an Elderly Parent – Perception is Reality when it comes to your Siblings

My wife, a home-care physical therapist, and I have an interesting perspective when it comes to seeing how the “kids”… Continue reading »

What Documents Do I Need and When Do I Need Them?

Nobody wants to think about death and incapacity.  However, not thinking about these issues will not make them go away. … Continue reading »


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