I first wrote about using an Arizona beneficiary deed to avoid probate on November 13, 2012. A recent decision of the Ninth Circuit Bankruptcy Appellate Panel reveals a major shortcoming that should affect the popularity of beneficiary deeds. In Jones v. Mullen, BAP No. AZ-12-1644-DPaKu, the panel decided that the debtor’s interest in real property [...]
Do I provide what my clients really want? It has been suggested that estate planning lawyers rely too heavily on what they think clients want, providing services that are the easiest and most economical to give, rather than listening to what our clients really want. As a result we give our clients hefty estate planning [...]
Back in December I blogged about estate planning not being about money and described the beginning of a journey to find the legacy you want to leave to your children, today I’m going to write about another part of that journey… finding your own voice. Part of finding your legacy means looking for and putting [...]
I recently described the marvelous manner in which George Washington used a simple bequest of his swords to express his devotion to freedom and liberty and to instill those values in those who followed. His Last Will and Testament also stands as a shining beacon of how failure to think through consequences and the [...]