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Category Archives: Estate Planning

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Family Planning: Helping With Ill Will

By Barney McKenna & Olmstead |

If you die without a will or trust, a court will decide … who will inherit your property. The result could well be contrary to your wishes.

happy-estate-planning

Better Estate Planning

By Barney McKenna & Olmstead |

An effective estate plan has many benefits and involves recognizing four challenges: death, outliving resources, emergencies, and mental or physical disability.

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Drafting Your Own Will or Trust

By Barney McKenna & Olmstead |

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.

trust-funds

How To Fund Your Living Trust

By Barney McKenna & Olmstead |

Many people choose a living trust in their estate plan. However, major mistakes can be made when they do not properly fund their trusts.

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Estate Planning for Singles

By Barney McKenna & Olmstead |

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.

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Spring Cleaning and Estate Planning

By Barney McKenna & Olmstead |

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.”

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Charitable Gift Giving

By Barney McKenna & Olmstead |

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.’

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Can You Write Your Own Will?

By Barney McKenna & Olmstead |

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.

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Thanksgiving Gratitude and Estate Planning

By Barney McKenna & Olmstead |

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.

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Estate Planning for Children with Disabilities

By Barney McKenna & Olmstead |

Lack of planning could have serious negative consequences for a child with a disability, whether it be a young child or an adult child.