How to Disinherit a Spouse or Child

When disinheriting a spouse or child, the key is to be clear and explicit. Here are some DOs and DON’Ts to follow when your client wishes to disinherit a spouse or child. Continue reading

How to Allay Fears About Advanced Health Care Directives

Cancer patient comfortable knowing she has a health care directive in placeIn addition to the natural fear of becoming incapacitated, some people hesitate to sign an Advanced Health Care Directive (AHCD) because they worry it will take away their power to make decisions. Here are some facts to allay those fears. Continue reading

5 Things to Include in Every Estate Plan

So you’ve gathered the client’s data—personal and financial—and know the client’s objectives. What do you do? Here are 5 typical documents you’ll need for the estate plan. Continue reading