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One last thing I should add - anybody who has a will is ahead of the general population, regardless of how simple vs. complex it may be. Not everybody needs a will, but people with minor children or … (View Post)

I really want to take an Alaska cruise at some point - we would need to take more than a week off for it though, so it's hard to find the time! You'll love the Bahamas and Key West. Both gr… (View Post)

Oh man, I'll try not to get on a soapbox, lol. My wills and trusts professor has a lecture titled, "What to do if your client used LegalZoom." LegalZoom is awful. The problem with it … (View Post)

I would. Or at the very least, have a sense of whether it's going to be term or whole life, who will own the policy, and how much it's for. It doesn't necessarily need to be fixed yet… (View Post)

The other thing to look/ask about is whether they will have somebody with a tax LLM working on your will. I work at a larger firm, and virtually all of our estate planners have their LLM degree or ar… (View Post)