Make-a-Will Month and Estate Planning

February 29, 2016

Make-A-Will Month starts tomorrow. Yes, it’s a bit of a contrivance, advanced by the Planned Giving Roundtable (now called the Partnership for Philanthropic Planning) and championed by nonprofits, but the month provides an opportunity to think about estate planning and getting your affairs in order.

I’ve shared pieces about estate planning on several occasions. (Click on Probate and Estate Planning under Categories on the right side of your screen for links.) Today, I want to address some myths about estate planning, probate, and end of life issues. Some have been mentioned before but here are my Great Eight (in reverse order):

  • My Power of Attorney Has Me Covered. A power of attorney is cheap, and it has its
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Write-A-Will Month and Estate Planning

March 2, 2015

Write-A-Will Month started on Sunday. Yes, it’s a bit of a contrivance, advanced by the Planned Giving Roundtable (now called the Partnership for Philanthropic Planning) and championed by nonprofits, but the month provides an opportunity to think about estate planning and getting your affairs in order.

I’ve shared pieces about estate planning on several occasions. (Click on Probate and Estate Planning under Categories on the right side of your screen for links.) Today, I want to address some myths about estate planning, probate, and end of life issues. Some have been mentioned before but here are my Great Eight (in reverse order):

8.  My Power of Attorney Has Me Covered. A power of attorney is cheap, and it

Continue reading...