14th Mar 2018

Recent headlines announced the Attorney General of Washington state bringing a consumer protection lawsuit against a “trust mill” – basically a set of business entities engaged in aggressive, non-customized, and unscrupulous estate planning practices.  Part of the allegations are that someone with the organization would … more

28th Feb 2018

Before we continue looking at the main issues in a Durable Power of Attorney, this blog post stops and focuses on perhaps the key issue in that document and all estate planning documents: who is in charge. Sometimes in estate … more

1st Feb 2018

As promised in the last post, this blog post begins a closer look at 1 of the 3 documents that should be part of any basic estate planning discussion: a Durable Power of Attorney. Let’s start with breaking down the unusual … more

19th Jan 2018

We are in the middle of a blog series on Estate Planning 101. I have posted several other entries since the last blog in this series.   One of those was not technically labeled and numbered in the series, but it … more