What Does It Mean to Be of ‘Sound Mind’ When Signing Your Will?
I recall meeting with a man who asked me if it was too late. I could not give him the assurance he wanted. His mother was a stroke survivor and recently had a serious fall. These are two of the most common reasons seniors need long-term care, and both can occur in an...
Should I Use a Form for my Will or Trust?
An effective estate plan should be as simple as possible, so long as it carries out your wishes. However, some want you to believe that you need only purchase their “form” to have an effective estate plan. Using this form, you are told, will save you money and —...
What You Don’t Know That You Don’t Know About Estate Planning
Over the years, I have had the privilege to work with great people at all stages of the estate planning process. This includes people looking to create an estate plan, as well as those left behind when a loved one passes, and who must deal with the effects of whatever...