All lawyers are not the same. Every lawyer works differently. Before you hire the wrong lawyer to make your will, do your homework. Find out what steps other lawyers will follow. Here are the steps I follow with my clients. What … Continue reading

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Here are 3 tips to target for your good intentions: #1 Don’t be overly ambitious with your estate planning. You want your goals to be manageable to be successful. Don’t expect everything can be done overnight. How about starting with … Continue reading

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Now you’re ready to set your goals. Here are some 2 X 2 estate planning steps to take: •   Set aside 2 hours to do your estate planning homework. (Yes you can do it. Use my book Estate to the … Continue reading

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Want help with your estate planning resolutions? Ask a spouse, partner, or a family member to help you. Two people can do estate planning in  a 2 X 2 approach that multiplies your chances of success. Why does the 2 X … Continue reading

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A court usually needs a valid reason to allow an executor /estate trustee to resign. Health problems that prevent you from finishing could be enough. But there are other factors to consider. You or your lawyer must take these steps … Continue reading

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Are you having doubts about being an executor of an estate? Run, don't walk, to an estate lawyer for immediate advice. Why? I'll tell you some stories I hear in my own law office. I am Ed Olkovich. I am … Continue reading

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Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with … Continue reading

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Most people want advice. They already have too much information and need help making better decisions. You need to do some homework to make your will. Get a referral to an experienced estate lawyer from professionals you already know and … Continue reading

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Are you tempted to use a kit to create your will? The danger with will kits is that they claim to be "legally approved." Well, that's hardly accurate. Only lawyers can express a legal opinion on a will after you … Continue reading

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If you have a will, here are some reasons to update it: 1. You divorce, separate or cohabit with a new partner. 2. Children are born, adopted or you need new guardians. 3. You now have grandchildren or stepchildren. 4. … Continue reading

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