I recently happened across a blog post called “Estate Planning 101” in The Family Wallet. Now to be very fair, I don’t know the author, and believe them to be very well intentioned. Unfortunately, the post is a perfect illustration of the incorrect information and bad advice that is often given by good people trying…
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Once again last week I got to explain to a client that Wills only work through the probate system. A very, very nice lady came in with her elderly mother’s will. It had been prepared by an out of town firm by a lawyer recommended by a financial planner. The will was simple, but valid. When…
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