Estate Planning -- Can I name an out-of-state fiduciary? By Attorney Jennifer D. Kahl, February 21, 2022. When discussing estate planning with my clients, they frequently ask me if they can name an out-of-state individual as their fiduciary. Since fiduciary selection...
Estate Planning
Estate Planning – Document Basics
By Attorney Jennifer Kahl September 24, 2019 What does it mean to “do your estate planning?” What does it mean to “do your estate planning?” Many people have this on their to-do list, but are unsure of what it actually means. In short, “estate planning” refers to the...
Estate Planning – How do Advanced Medical Directives play out in “real life”?
Estate Planning - How do Advanced Medical Directive Play Out in "Real Life"? BY ATTORNEY SUSAN I. JEAN August 16, 2019 When discussing medical decision-making, I often explain to clients that there are situations where the legal answer is not the way things actually...
Estate Planning – Why am I left in the waiting room?
Estate Planning - Why am I Left in the Waiting Room? BY ATTORNEY SUSAN I. JEAN July 19, 2019 It is common for family members to accompany their loved one to a legal consultation. Attorneys are scary (no, not really), the situation is concerning, you want to be sure...
Estate Planning – Selecting your Fiduciary
Estate Planning - Selecting your Fiduciary By Attorney Robert T. Brooks July 3, 2019 Who should manage your funds? The answer is simple… it should be you or a responsible individual/entity of your choosing. I recently drafted a Trust and other estate planning...
Estate Planning – Pet Trusts Revisited
BY ATTORNEY SUSAN I. JEAN, June 7, 2019 We love our fur-babies and they love us back … We spoil our fur-babies and they spoil us back … We protect our fur-babies … and sometimes they protect us back… Being a responsible pet parents includes the...
Estate Planning – Are you Too Young To Have a Will?
Estate Planning -- Are you Too Young to Have a Will? By Attorney Robert T. Brooks June 6, 2019 Many people ask me, “when should I create a Will?" My answer is, "As long as you are 18 years of age and of sound mind, you should have a Will." Many people procrastinate...
Estate Planning – Get it Done Now!
Estate Planning - Get it Done Now! BY ATTORNEY SUSAN I. JEAN, May 31, 2019 Son came to see me about his mother. She lives in the memory assist unit of a local assisted living facility. And no one had talked with her about doing Powers of Attorney. No one had talked...
Estate Planning – Are You Ready for Motorcycle Weather?
Estate Planning - Are You Ready for Motorcycle Weather? By Attorney Robert T. Brooks May 29, 2019 The cold weather has diminished, and we are now left with perfect motorcycle riding weather. Typical motorcycle owners will make sure their bike is cleaned, properly...
Estate Planning – Why Can’t I Just Write My Own Will?
Estate Planning - Why Can't I Just Write my Own Will? BY ATTORNEY SUSAN I. JEAN, May 17, 2019 I was sitting across the conference table from an older lady (“Clara” for purposes of this Article, not her real name) who has a very simple situation. She has three...