Estate Planning Attorneys - Discouraging Disengagement In previous articles, I shared insights from James Brill’s excellent article, “Discouraging Disengagement.” Estate planning is fluid because time and circumstances alter plans. In the first … [Read more...]
Disengagement – Threats to your Estate Plan
As in parts one and two of this Estate Planning series, I want to credit James E. Brill and his excellent article, “Discouraging Disengagement.” In Part One, we discussed Death, Disability, and Decline. In Part Two, we looked at Disaffection, … [Read more...]
Imperfection – The Art of Drafting an Estate Plan
Often when I speak to a group about our practice, I claim that we draft imperfect estate plans. This may not sound like a good marketing plan, but it is the truth. We don’t set out to be imperfect or incomplete. It is not that our analysis or … [Read more...]
Disengagement – Part Two
As we discussed in a previous article, several years ago, James Brill authored a piece entitled, “Discouraging Disengagement” for the Texas Bar Journal and shared some important reminders for all of us who plan for the future. Disaffection, … [Read more...]
Disengagement – Part One
Several years ago, James Brill wrote an excellent article for the Texas Bar Journal entitled, “Discouraging Disengagement.” It was billed as a helpful way to remind clients to maintain their estate plans. While we strive to build estate plans to … [Read more...]
Fresh Start!
A new year is upon us and it reminds me of a fundamental need we all sense at one time or another; the need for a fresh start. I am not a huge fan of resolutions, but any prompt to move me into a better 2019 is a good prompt. Start Spring cleaning … [Read more...]
Slow Down
Have you seen the signs in various neighborhoods that advise, “Drive like your kids live here?” These signs want you to slow down and be more attentive and careful. So much hardship and disappointment could be avoided if people followed that advice … [Read more...]
Winning the Lottery
The possibility of winning "one billion dollars", said in the voice of Dr. Evil from the Austin Powers movies, was heavily reported by the media last month, which brought up memories of some interesting clients and some unforgettable times. Over … [Read more...]
No Maintenance?
Some of us have watched the world go from high maintenance to at least lower maintenance in our lifetime. Automobiles that used to get 100 miles to the tire and seven miles to the gallon now allow us to put 50,000 miles on a tire and get 40 plus … [Read more...]
Five Times When A Will Isn’t What You Intended
You have a Last Will and Testament, or so you think. Here are 5 situations when your best intentions fall flat: When it is not the Last Will and Testament When it doesn’t distribute your assets When it is not executed with “testamentary … [Read more...]
That Was Easy
Don’t you hate the unknown? The brutal reality is that you don’t know what you don’t know. You take on a project or try to fill out a form and start to second-guess yourself by the third step. The directions appear to have been written in an unknown … [Read more...]
“But No One Told Me…”
Wouldn’t it be nice if there was a guidebook, a pamphlet, or an online video for all of life’s challenges? You can find a YouTube video for almost anything, but, in some situations, there are so many different opinions that it’s hard to know who to … [Read more...]
