Holiday 2014 Greetings
Whew! What a year. It has gone by so fast. It has been several months since I’ve been able to send out this newsletter. I’d like to take this opportunity to wish everyone a very happy holiday season and coming New Year. I’ve worked very hard this year in my law practice and that’s why I’ve been remiss in sending out this newsletter. Some of you know that I was previously a published author, journalist and academic. Writing and publishing is something I’ve always loved. While I continue and will continue to practice estate planning law full-time for the long run, I have also returned to being...
Read MoreWho is the client?
The phone rings and I pick it up. “Hello, my name is John Simmons. You’ve worked with my mother Betty Simmons?” “Yes, that’s right,” I say. “Well, we need to change her Will. Now.” “Who’s ‘we’?” I ask. “We is me and my sister April. We need to change Mom’s Will. Now. “ “John, I’ve worked with your mother, and if she would like to change her trust, which we did a number of years ago, I’ll need to have her call me. She can come in and we can discuss the changes she’d like to make, and I’d be happy to work with her on that.” “Oh, well, she can’t really do that.” “Why not?” “Well, she can’t...
Read MoreWhom to choose?
One of the biggest stumbling blocks clients find in estate planning is the question of whom they will choose as trustees of their trusts, executors of their wills and agents for their powers of attorney.
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