Category Archives: Estate Planning

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Grinding Out Profits in a Trust Mill

I walked into an orthopedic doctor’s office the other day. He looked at me and said, “I recommend immediate bilateral knee replacements for you, sir.”   “My knees feel fine,” I said, “I came because my shoulder is hurting.”   “The shoulder can wait,” he snapped, “You need those knees replaced.”   I said, “I don’t think so,” and did Read More


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Do Not Leave your Personal Representative in the Dark

When a will is drafted for an estate plan, always compile a complete list of intestate heirs, including their addresses. Intestate heirs are relatives who would inherit if there were no will. When a will is probated it is necessary to notify all heirs, not just named beneficiaries and devisees. Excluded beneficiaries must have the opportunity to challenge the will Read More


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October 15 to December 7: Put Those Dates on your Calendar!

If you are 65 or older, or know someone who is 65 or older, put October 15 to December 7 on your calendar.  Those dates are more important than any religious, political or personal holiday.  Those dates mare the beginning and end of Medicare Open Enrollment.  That is when most Medicare enrollees can change their Medicare and Medicare Supplement plans. Read More


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Beneficiaries in Orange

On a “listserv” we both read, a colleague, Nathan Piwowarski, posted a helpful explanation about litigating SCRA cases. He also provides tips on how a trust should be drawn up to avoid claim of the Michigan Department of Corrections for reimbursement for the costs of imprisonment. His remarks build on my post: “Chains of Blood; Bars of Steel.” He has Read More