Author Archives: Jeff McKenna
Better Estate Planning
An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.
Drafting Your Own Will or Trust
When people ask me if they can do their own estate planning, my simple answer is “yes.” There are many wills that were prepared by the decedent.
How To Fund Your Living Trust
Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.
Estate Planning for Singles
Singles face the inevitable as much as anyone else. You need to make your important personal decisions or the courts may do it for you.
Spring Cleaning and Estate Planning
It’s almost the New Year! If you know someone who has a messy or old estate plan, it may soon be time for some “Spring cleaning.”
Charitable Gift Giving
Doing charitable things in life feels good, which is part of what the Christmas Season is all about. And, giving to a charity or worthy cause is one of those things that helps to ‘fill the soul.’
Can You Write Your Own Will?
A holographic will is a will that is written entirely in your own handwriting. No witnesses are required, and no portion of the will may be typed.
Thanksgiving Gratitude and Estate Planning
Getting your affairs in order is an expression of love. Estate planning is not something you do for yourself. It is something you do for others.
Estate Planning for Children with Disabilities
Lack of planning could have serious negative consequences for a child with a disability, whether it be a young child or an adult child.
Maintaining Your Living Trust
When properly prepared, a living trust avoids costly court processes. However, many people make a major mistake when they do not properly maintain their trust.
