by cdees | Aug 1, 2018 | Blog
I have attached a link to Bill Gates’ recent blog post. In it, he highlights a new initiative that he and other philanthropists are funding called the “Diagnosis Accelerator.” The idea behind the project is that Alzheimer’s may begin to...
by cdees | Apr 12, 2018 | Blog
The Government Giveth, and the IRS Taketh Away. I can practically set my watch by it. Every year about this time, I get the same basic call which goes something like this: “I’m down here at the accountant’s office, and he is telling me that I have...
by cdees | Apr 9, 2018 | Blog
In the prior installments in this series, I have addressed a number of issues which can render the best estate plans worthless. These include failing to complete the work needed to implement the estate plan, failing to adapt to changing circumstances and appointing...
by cdees | Mar 26, 2018 | Blog
In this third installment, I am addressing another way that estate plans can be rendered worthless. Simply stated, clients often fail to appoint the right people to serve as attorneys-in-fact, healthcare agents and as executors and trustees. Most lawyers will provide...
by cdees | Mar 23, 2018 | Blog
In yesterday’s installment, I noted that even the best estate plans can be impaired by the failure to follow through to ensure that the correct beneficiaries are named and that assets are where they need to be. Today, I want to address the fact that estate...
by cdees | Mar 22, 2018 | Blog
I hate to tell you this, but your estate plan may be worthless. So many times, I have had clients sign their documents and declare “I’m so glad that is done” or “I can sleep now” or “Hopefully, my children will stop pestering me...
