by Kelley Way | Jul 3, 2023 | Estate Planning
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...
by Kelley Way | Jun 5, 2023 | Estate Planning
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...
by Kelley Way | May 1, 2023 | Estate Planning
In my previous article, I talked about estate planning for musicians and the steps they could take to ensure their copyrights stayed profitable. In this article, I’ll be talking about estate planning for authors. The first thing authors should consider when...
by Kelley Way | Sep 6, 2021 | Estate Planning
There are a lot of things people say everyone should have when they turn eighteen. I’m sure many of those things are good recommendations. But I am talking specifically from an estate planning perspective. As an estate planner, I feel every adult ought to have these...
by Kelley Way | Feb 3, 2020 | Estate Planning
Three things everyone should know about a Power of Attorney On a broad level, a power of attorney is a legal document that gives someone the authority to act on your behalf. For example, a financial advisor might ask you to sign a power of attorney, giving them the...
by Kelley Way | Jan 6, 2020 | Estate Planning
When and why you need an Advance Health Directive If you’ve ever been admitted to a hospital, you’ve likely been asked the question “Do you have an advance health care directive?” (It’s possible one or two of those words were missing: “advance directive” or...
