Linda's Guide to Leaving a Legacy

How Much Authority Does a Trustee Have Over the Stuff in My Trust?

A trustee is a person or entity responsible for managing and administering your trust according to your instructions and following state law. They are considered ...
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The Importance of Professional Guidance in Estate and Trust Administration

In my practice, I’ve encountered numerous cases where individuals attempted to manage their estate and trust administration independently, only to realize later that they had ...
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HELP – I LOST MY ORIGINAL DOCUMENTS, WHAT DO I DO?

If you lose your original estate planning documents, such as your will, trust documents, powers of attorney, or healthcare directives, it’s generally advisable to take ...
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MARCH IS NATIONAL NUTRITION MONTH

National Nutrition Month and estate planning might not seem directly related, but they both contribute to overall well-being and ensure a healthy future. Here’s how ...
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Who Needs An Estate Plan?

People often ask me how old a person should be or how much money they should have to need an estate plan. My answer is ...
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Can You Believe It’s Already March?!

Estate planning is an essential aspect of financial management that individuals should consider regardless of the time of year. March is an excellent time to ...
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Valentine’s Day and Estate Planning ♥

Valentine’s Day and estate planning might seem like an odd pairing at first, but they can be quite interconnected, especially for couples who are committed ...
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Happy Groundhog Day! It’s Time To Peek-Out and Ensure Your Legacy Will Go On!

Are you like the groundhog? Occasionally, you stick your head out of your warm, protected cave of ignorance to think about what would happen to ...
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Should You Share Your Estate Planning Details With Loved Ones?Part 2 – Disadvantages of Sharing Your Estate Planning Details

Last week, I discussed the advantages of sharing your estate planning details with your loved ones. This week, we will look at some disadvantages of ...
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Should You Share Your Estate Planning Details With Loved Ones?Part 1 – Advantages of Sharing Your Estate Planning Details

Estate planning can be complex and sensitive, so your choice may depend on your unique relationships with loved ones and family dynamics. There are advantages ...
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Situations Requiring More Than a Basic Will

Blended Families. If you have remarried and have children from a previous relationship, you must ensure that your money and property are distributed in a ...
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Productivity Tips for the New Year

Are you feeling bogged down in a swamp of clutter, deadlines, and incomplete tasks? As we begin the New Year, do a few simple things ...
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Can Artificial Intelligence Programs Write Basic Estate Planning Documents?

With the increased coverage of artificial intelligence (AI), some people may wonder whether an AI program can create an estate plan for them. While AI ...
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A Christmas Letter from Jesus

Author Unknown When you look for me at Christmas, You won’t need a special star. I’m no longer just in Bethlehem, I’m right here where ...
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Errors That Make Online Documents Unenforceable

Estate planning attorneys help you avoid the following common mistakes that are often made in online documents. These mistakes could make the document unenforceable, require ...
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How to Get Organized to Meet With Your Estate Planning Attorney

OK, great! You’ve finally decided to meet with an estate planning attorney and get your affairs in order. It’s time to make sure your family ...
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Swedish Death Cleaning

How much stuff is too much? Most Americans would probably admit that they own too many things. From clothes to electronics to sports equipment to ...
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30th Anniversary of Practicing Law

Saturday, October 21, 2023, I will celebrate 30 years of practicing law!!! Thank you to everyone who has allowed my law firm to assist you ...
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Was one of your New Year’s Resolutions to complete your estate plan?

It’s not too late to set up your estate plan before the end of the year.  Don’t let your resolution to get things in order ...
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Time to Brush Up on Your Probate Etiquette

When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and ...
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When it comes to asset protection and estate planning, Sommers Law Group is the right choice

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