The proliferation internet access has created an explosion in the number of websites offering a “do it yourself” approach to estate planning. And hey, what could go wrong? Will a plan created on one of these sites save you money? Will it even meet your basic needs? Of course we’re a little biased here, but we tend to take a dim view of online estate planning and/or “fill in the blank” style forms. An actual estate attorney should get to know you personally, and can alert your family to techniques designed to lower the tax burden upon the death of an individual. It’s easy to make costly mistakes if you don’t have an attorney both at the drafting stage and the administration stage of estate planning, because the personal touch counts. Read on to learn more.
- Life Insurance and Estate Planning – Now What? - March 15, 2023
- Planning for Incapacity and Long-Term Care – A Short Guide - March 8, 2023
- Estate Tax Planning – 4 Tools to Minimize Your Liability - March 1, 2023