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...
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...
by Kelley Way | Aug 5, 2019 | Estate Planning, Real Estate
(Article was updated September 2026) Whenever I meet with a new prospective client, I give them the opportunity to ask questions. A very common question is “Do I need a trust?” Rather than give the classic lawyer answer (“It depends”), I tell them that most people who...
by Kelley Way | Jun 3, 2019 | Estate Planning
Should I create a special needs trust? This question comes up regularly. When a loved one has a disability, making sure they’re taken care of is even more critical than usual. In most cases, a special needs trust helps ensure a disabled person doesn’t lose...
