19th Apr 2018

Before we leave the Durable Power of Attorney and look at another of the three basic documents every estate plan should consider, it is important to emphasize one final, key issue.  That is: having a good Durable Power of Attorney … more

21st Mar 2018

This post continues a closer look at the Durable Power of Attorney (DPOA). The DPOA is one of three documents this Estate Planning 101 series is focusing in on.  These three documents, plus a couple of other important topics, should … more

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

16th Oct 2017

Estate planning can be a difficult topic to talk and think about.  Like everyone else, I would generally rather talk about college football or plan the next trip with my kids.  Death, disability, taxes, family issues, and the like are hard. It can be … more

19th Sep 2017

Before we start looking in more detail at estate planning, it might be helpful to make some general comments about meeting with an estate planning attorney and controlling your estate plan overall. Information It may be helpful to gather up … more

8th Sep 2017

This series will delve into documents and other estate planning details in time, but early on, let me make this practical plea: do not wait! If you wait until: – you have estate planning all figured out; – you know … more

31st Aug 2017

Everyone has an estate plan – whether they know it or not. And estate planning is as much about life as it is death. When someone: – temporarily or permanently loses their mental or physical ability to take care of … more