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estate planning documents

Don’t Overrule Your Estate Plan

Dennis D. Duffy · Jun 8, 2012 ·

Once you have an estate plan, it's important that you do not do anything to inadvertently overrule that plan. If you have taken the time to make a careful estate plan, you need to make sure that you …

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3 Reasons You Should NOT Use LegalZoom

Dennis D. Duffy · Oct 10, 2011 ·

  LegalZoom and other online estate planning document form providers are available for less money than you would pay to consult and work with a qualified estate planning attorney. But, as …

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A WILL WON’T SATISFY THESE 3 NEEDS

Dennis D. Duffy · Sep 9, 2011 ·

A will is a common and popular estate planning device. However, it often isnt the only estate planning tool that needs to be implemented. If you want to make sure that all of your affairs are in …

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Keep Your Estate Plan Documents Organized

Dennis D. Duffy · Apr 4, 2011 ·

Once you take the time to create an effective estate plan, it is important to make sure that you keep all of your documents organized and available to your trusted helpers. This will make it easier …

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You Need These Estate Planning Documents

Dennis D. Duffy · Mar 25, 2011 ·

While every estate plan is customized to client needs, assets, and goals, the basic documents are the same or similar for everyone. These are the basic (i.e. foundational) estate planning documents …

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