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Sweaters in the Suitcase – and your living trust document
Drafting thorough living trusts requires planning for contingencies and flexibility.
Category: Counseling, not Documents
Estate Planning: What’s in your tool box?
By David Edwards on Jun 24, 2009 in Counseling, not Documents, Leave a Legacy, Why use a Living Trust?, Wills and Trusts
What tools do you want to use? Is this the first question that your contractor asks you when you decide to hire him to build a house? Or, if you’re car stops running and you take it to the mechanic to be fixed, do you quiz him on which tools he plans to use in [...]
Am I Your Type?
By David Edwards on Apr 23, 2009 in Counseling, not Documents, Getting the Job Done, How to Choose an Attorney, Wills and Trusts
There are 4 types of estate planning: Do nothing. Let others sort it out later. Do it yourself. Get a form and fill in the blanks. How hard can it be? Use a document-driven attorney. Pay lots of money for a fancier form that someone else fills out for you. Use a counseling-oriented attorney. Build [...]
