estate plan

Will Writing 101

Apr 6, 2012
I recall hearing about an intro book to wills and estate planning on one of the podcasts. Can you let me know the title or refer me to a good introductory book? I'm looking to put a will together soon for my new family. Thanks, Stacy, Norwalk, CT
Posted In: will, estate plan, Estate planning

Thinking about a living trust

Apr 5, 2012
There are many DIY software programs for setting up living trusts. Do you recommend going that route vs. utilizing an estate planning lawyer who'll charge full-fee? What is a reasonable fee range for a certified estate planning lawyer to set up a living trust? I am married with three kids. We own a single family home and one rental property. We do not own a business. My wife and I have checking, IRA, Roth IRA and 529 accounts. Thanks, Derek, Stockton, CA
Posted In: estate plan, living trusts, will, lawyers

Moving into an assisted living center

Feb 21, 2012
Hello, I have and older aunt who is beginning to think about end-of-life issues and is planning to move into an assisted living community. She has no family nearby and is trying to do everything on her own, which is daunting. I want to guide her as she thinks about how to downsize her life and deal with her affairs in a way that makes sense for her. She doesn't have much in assets -- just a house that she financed with a HUD loan that she will have to sell before she can move. She is planning to hire a lawyer to get a will together, but I don't know if it will be worthwhile for her to spend the money to do that, given how little she has. Suzanne, Billings, MT
Posted In: estate plan, advance medical directive, will, lawyers