Put your will in a SAFE place!

Put your will in a SAFE place!   One of the questions we get asked often is where clients should put their wills. We always recommend a fireproof safe. The most important thing is that someone can access the place where your will is kept! If you leave your will...

How to Help Us Help You

How to help us help you! For many years I have said I would write a book entitled: “How to Talk to a Lawyer.” Since I haven’t gotten around to writing that book yet, here are a few simple things to help us help you. Be specific Complete worksheets Don’t wait...

Income and LLCs

Income and LLCs: Do I have to give my kids their part of the income of our family LLC? We see quite a few Limited Liability Companies in which Mom and Dad include the kids as part of their estate plan. There is nothing wrong with that, and often is a great way to have...

The Most Important Estate Planning Document

What is the most important estate planning document? Most people would say a will. But consider three scenarios: Delores and Rob had wills leaving everything to each other and then to their three children. Rob dies, leaving everything to Delores. Delores develops...