by Kelley Way | Jun 1, 2026 | Estate Planning, Real Estate
Estate planning should be simple. It would be nice if people could just state their wishes and move on with their lives. Sadly, that is not the world we live in. Estates are varied and often complex, with many moving parts to keep track of. Here are some of the most...
by Kelley Way | May 4, 2026 | Estate Planning, Real Estate
Clients frequently ask me how often they should update their wills and/or trusts. Fortunately, or unfortunately, there is no universal “You need to update after ___ years” rule. Instead, you should review your estate plan periodically (I recommend doing so at least...
by Kelley Way | Apr 6, 2026 | Estate Planning, Real Estate
One of the most frequently asked questions from potential clients is “What documents do I need in my estate plan?” Another is “Do I need a will or a trust? Wait, why would you say I need both?” Here’s a breakdown of the typical documents in an estate plan, and how...
by Kelley Way | Mar 2, 2026 | Estate Planning, Real Estate
Estate Planning is all about helping the people around you – because let’s face it, your estate is not going to be your problem. So let’s look at three common ways your estate plans can go wrong, and how you can tailor your estate plan to prevent it. People fight over...
by Kelley Way | Feb 2, 2026 | Estate Planning
My Copyright Myths blog series has proven to be rather popular, so I thought I’d follow it up with an article on common myths in estate planning. Here are some of the top estate planning myths people believe: Estate Planning is for the old and wealthyMany people...
by Kelley Way | Jan 5, 2026 | Estate Planning
Exploring the Emotional Barriers to Estate Planning According to multiple surveys, over half the American population does not have a will or trust (the exact number varies depending on the survey, but it’s always more than 50%). Those who have completed their estate...
