Category Archive: Will and Estate Planning


Undue Influence

Will and Estate Planning


Back in 2011, I met with an elderly person to help her with will and estate planning. “Maggie” wanted to name a couple of…

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Legacy Giving

Will and Estate Planning


You can make a difference during your lifetime by giving generously. In the same way, at the end of life, you can leave gifts…

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Preventing Prodigals

Will and Estate Planning


“A man had two sons. When the younger told his father, ‘I want my share of your estate now, instead of waiting until you…

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Reducing the Potential for Drama

Will and Estate Planning


There was an interesting scene on a recent courtroom drama in which a dying, wealthy woman had taken the time to place sticky notes…

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Want to Live Longer?

Will and Estate Planning


Want to add ten years to your life? Make a will. Want to live even longer? Include a charitable bequest in your will. These…

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It’s time we had ‘the talk’

Will and Estate Planning


It’s time for “the talk.” You know, the one we’ve been putting off because it’s uncomfortable. That end-of-life conversation. There is, after all, a…

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Are you keeping a family secret?

Will and Estate Planning


Many parents have never openly discussed their farm or business transfer or estate plans with their adult children. Some parents can’t bring themselves to…

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The myth of equality

Will and Estate Planning


Like most people planning their estates, I am committed to providing an equal distribution to my children—equal in that they would each receive the same…

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