If you recall from my last post, we were right at the point of determining whether Bill Sample's estate plan worked. Bill, a father of 2 with lovely wife Mary, suffered a heart attack at the ripe old age of 45. How well did his estate plan work? After ...
Continue readingAs an estate planning attorney, I find it odd that I rarely get the following question from the general public: "what are my estate planning options?" You would think that would be a basic question from people who are in the market for estate planning ...
Continue readingA few weeks ago, I went to my college lacrosse team 20 year reunion of our 1990 national championship team. I played for syracuse university lacrosse and it had been about 10 years since I visited the university. What I found interesting is that the ...
Continue readingWhat does "estate planning" mean? Why should I care? Not knowing the answer to these 2 important questions cost my family dearly. If you don't know what it is, why would you bother doing anything about it? Many people think they know what estate planni...
Continue readingIn my recent posts, I have been reflecting on the death of my father and how his estate planning could have been structured to avoid the disaster our family encountered when he was diagnosed with Alzheimer's. He (and our family) lived with the disease ...
Continue readingI never spoke to my dad's attorney about his estate plan. The plan was put in a drawer and we never bothered to look at it or talk to dad about what he had done. After dad was diagnosed with Alzheimer's, I reviewed the documents and realized that it h...
Continue readingMy father passed away this weekend after a 12 year battle with Alzheimer's disease. For those of you who are lucky enough not to have encountered the disease I will give you some of my reflections and insights to give you the benefit of my experience. ...
Continue readingLast week I went to an estate planning conference where one of the keynote speakers specialized in grief management counselling. I think it is a brilliant idea to have this type of speaker talk to estate planning attorneys. Most attorneys do not unders...
Continue readingOver the past 2 years my practice has gone through some major changes for the better. First of all, our firm is now called InSight Law. The name actually comes from the negative experience my family has had with estate planning attorneys. The lack of p...
Continue readingMy blog is not to be used as tax, legal, financial or any other business or personal advice. It is simply a forum where I discuss issues that come up in my daily practice so I can reflect on them.Lately, I have been seeing more lending violations that...
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