Use of the disclaimer to achieve customer objectives: Double disclaimer

It’s hard to even think that someone might not want to accept inherited assets. But sometimes clients don’t need more assets, and a newfound inheritance can simply exacerbate property tax…

Use the disclaimer to achieve client goals

It’s hard to even think that someone might not want to accept inherited assets. But sometimes clients don’t need more assets, and a newfound inheritance can simply exacerbate property tax…

Larry King’s Handwritten Will and Potential Unnecessary Influence

Larry King’s handwritten Will has been challenged by his wife, from whom he is seeking a divorce. The California estate is valued at $2 million, and while the assets will…

How to get rid of things

Even wealthy clients are often concerned about the property they have around them. They may have financial accounts with a lot of zeros, but they are more interested in the…

Origin of the “Last Commandment and Covenant”

Have you ever wondered why the personal instrument in which you express your desires is called the “last will and will?” Few people, including estate planning attorneys, know why. In…

Real estate planning and valuation

Many elements within a household can affect the overall value of a property. These items include art, jewelry, collectibles, antiques, musical instruments, and the house itself. Reviews provide a timely…

Beneficiary and Safe Assignments: Presets

Clients spend a lot of time, money and energy planning their properties. Estate planning attorneys assist them by advising these clients and preparing various documents to meet the client’s goals,…

Beneficiary Designations: Eligible Designated Beneficiaries

Clients spend a lot of time, money and energy planning their properties. Estate planning attorneys assist them by advising these clients and preparing various documents to meet the client’s goals,…

The New Certainty of Life: Death, Taxes, and Estate Planning

Death and taxes are not nice to think about, especially during this time of uncertainty. We have all been affected by the pandemic in some way. I personally have had…

How to eat well for less

Hello, all of you. Here’s a guest post from former GRS writer (and a perpetual reader favorite) Donna Friedman. This piece about becoming a frugalvore contains material that originally appeared…

Beneficiary designations and security law basics

Clients spend a lot of time, money and energy planning their properties. Estate planning attorneys assist them by advising these clients and preparing various documents to meet the client’s goals,…

When rules bring freedom

While I have been considered a writer since I was eight years old, what I have written has changed dramatically over time. When I was very young, I was only…

Beneficiary Designations – American Academy of Estate Planning Lawyers

Clients spend a lot of time, money and energy planning their properties. Estate planning attorneys assist them by advising these clients and preparing various documents to meet the client’s goals,…

The power of habit tracking

For decades, I’ve been an advocate of keeping track of habits. It follows the habit of sounds and feels pissed off for a lot of people, so a lot of…

Style is everything in Microsoft® Word®

Estate planning is document-intensive, and you can use Microsoft® Word® to produce those documents. Have you ever felt frustrated while formatting it? No doubt you can use all the tips…