Estate tax repeal? Not so fast my friend… Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
How an Estate Planning Mistake Can Cost You Dearly I had a client come into my office recently to talk to me about probate. Their parent had just passed away and they needed help with the process of administering the estate. The good news was there was a will. This was important because there were nine kids involved, 6 of them step-kids. The person that died wanted to make sure all kids were treated equally and received and equal share….
This is one of those messages that is meant to scare you, but in a good way… I recently had a client come in and hire us to help them with the probate of one of their parents. They’d left a will dividing everything equally among the kids (which consisted of both natural children and step-children) and seemed like it would be pretty straightforward. Then they sent me the will. As I began my customary reading of the will to…
Should You Give Your House To Your Family While You Are Alive or Wait Until You Die? This is a question I’ve been getting a lot recently, so I figured I’d take some time today and break down for you some of the things you should be thinking about if you are considering either of these routes. Note: these are not ALL of the options available, just SOME of them. If you want them all, click here and schedule a…
WHAT IS IT THAT YOU WANT TO DO? That is the first step to estate planning. It’s not talking to an estate planning attorney (though I wish it was). It’s not learning about estate taxes. It’s not about any of that. Step one is simply thinking about what it is that you want to do. Now, there are some things you may want to think about when putting together your goals. Things like tax reduction, probate avoidance, generational wealth and…
Ever wonder what an estate planning attorney has for their own estate plan? Well, today is your lucky day, because I’m going to tell you what I’ve got set up for my own family today on the show! And, I’d love to tell you all about it right here, but the video is just so much better. I will give you a hint though. Here are some of the things I talk about: Power of Attorney Medical Power of Attorney…
I had a meeting with some potential clients the other day and they started off by telling me about a bad experience they’d had with another estate planning attorney. It wasn’t that the prices were high or that it wasn’t just a good fit. It went way beyond that. So today I wanted to go on a little bit of a rant and tell you what I think estate planning attorneys should not be doing when meeting with potential clients…
