There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be made is whether to ce...

When the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate planning documents that he...

Once your child graduates from high school, it’s important to recognize that many things change from a legal standpoint, including the need for some basic es...

Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs. What happens, asks the ...

As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new clients who are moving h...

With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living trust. After all, they...

Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might realize. When a pers...

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and frazzled. But don’t...

What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to answer that question. W...

The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the Rushville Republican...

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know About Estate Planning...

Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking to your loved ones ...

Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The first thing I always t...

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth Management in the recent a...

If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by making your wishes cle...

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six estate planning mistakes...

My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his treating physician regardi...