Blog

5 Common Estate Planning Mistakes
If you’ve already created your estate plan (i.e. a will and trust, plus a few other documents), then you’re ahead of most of the American population. However, things can still go wrong, even when you’ve created a proper estate plan. Here are a five common estate planning mistakes: Failing to fund your trust. I covered this in my...
Using Other People’s Content in Your Marketing
You found a great photo online that would be perfect for your upcoming social media campaign. And you also saw a fantastic article on a lawyer's website that you could totally repurpose for your newsletter. There is so much interesting and useful content on the Internet, but would using other people's content in your marketing, be a problem?...
What does funding my trust mean?
If you've worked with a lawyer to create a trust, you've probably heard this term before. "Funding your trust" is a common refrain for estate planning lawyers, mainly because so many clients fail to take this crucial step, creating problems for their poor trustee to deal with after their death. So what does funding my trust mean? Simply...
AI and Copyright Update
I wrote about the issues surrounding AI and copyright law a few months ago, but as with any new and exciting technology, the landscape is changing rapidly, so I felt an AI and Copyright update is in order. In my previous article, I discussed whether AI-generated content could be protected by copyright law in the first place. The...
Five Things to Consider When Creating Your Own Will or Trust
My process is pretty straightforward when people come to me to create a will and/or trust. I present them with an intake sheet, which asks all the questions I need answered to create their will and trust (yes, it's a lot of pages). I try to get all the decision-making done upfront, so the rest of the process...

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