Estate Planning

How Do I Find the Right Lawyer to Write My Will and Trust?

Step one was realizing that you need a Will, Trust, Durable Power of Attorney, Health Care Proxy, Living Will, and other Estate Planning legal documents. Those are all necessary parts of having your own comprehensive estate plan. Or maybe you recognized that it is time to update your Will, Trust, and estate plan because so …

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How Much For a Simple Will?

This is the #1 question we field and also one of the most challenging to answer.    There are very inexpensive Will-drafting software packages for sale in office supply and box stores (about $50), there are relatively inexpensive online Will drafting services (about $100), there are are fresh-out-of-law-school newbies advertising on Craigslist who will draft a …

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18-Year-Olds Need Estate Plans, Too

Every adult needs at least a few basic legal documents to provide for her own medical and financial affairs. Once a person turns 18 years old he becomes a legal adult. This matters from an estate planning perspective because: Parents or legal guardians lose their right of access to information about that young adult. The …

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Spring Cleaning? Dust Off Your Old Estate Plan With this Checklist

DGVE law’s March workshop featured a checklist for dusting off your old estate plan.  Here are some details to help you evaluate whether your plan will do what you need, and when.  My legal documents were drafted by a Massachusetts attorney following a review of my family and financial circumstances and a personal consultation with me to clarify my …

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Should We Have Joint or Individual Revocable Living Trusts as a Married Couple?

Should We Have Joint or Individual Revocable Living Trusts as a Married Couple Estate Planning Together? I’ve been getting this question a lot lately: Why shouldn’t we, as a married couple who have had all joint accounts and joint ownership, just have one joint revocable living trust instead of separate or individual revocable living trusts? …

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