by Kelley Way | Aug 7, 2023 | Estate Planning
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...
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 | Jun 6, 2022 | Estate Planning
One of the most frequent questions I hear at the trust signing is “What should I put in my trust?” It’s an excellent question, and the answer is a bit more complicated than “Everything.” The house is a given. For many people it’s their highest-value asset, and if it’s...
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...
