Top Blog Posts of 2023

Top Blog Posts of 2023

I hope everyone is enjoying the holiday season. In keeping with tradition, this final blog post of the year highlights the blog articles that got the most attention this past year. I hope you enjoy this trip down Memory Lane! Note: In previous years, I also included...
5 Common Estate Planning Mistakes

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...
What does funding my trust mean?

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...
Why You Shouldn’t DIY Your Estate Plan

Why You Shouldn’t DIY Your Estate Plan

All right, I’ll admit it – writing an article about why you shouldn’t DIY your estate plan might seem a bit self-serving. But, I have had people ask me what the benefits are of using a lawyer versus one of those online services (or just signing a piece of paper...