The Risk of DIY Planning

Using a DIY document preparation is tempting because they cost less. Articles in this section explain why do-it-yourself Will and Trust services and not actually the cost-conscious solution they appear to be.

LegalZoom vs. Lawyer: What You Don’t Know Can Hurt You

LegalZoom and other do-it-yourself document preparation services want you to believe that the process of preparing a Will is as easy as filling in the blanks on standardized forms. They lure you with a cheap

Is Your Will Valid?

Her husband died a couple of months ago. She found what appeared to be a Will in his desk drawer. He had typed it up, signed it, and tucked it away for safe keeping. He

If I Write My Own Will, Do I Need A Lawyer To File It For Me At The Courts?

The title of this post came from a question I received last week. It’s one of many questions I receive each week that show significant confusion about the state’s laws regarding Wills. It also illustrates

DIY Planning Can Be a Nightmare!

A couple of weeks ago, I received a phone call from a woman whose ex-boyfriend had died, naming her as the sole beneficiary and executor of his multimillion-dollar estate. Despite her ex-boyfriend’s substantial wealth, he

The Dangers of DIY Estate Planning

We are a nation of do-it-yourselfers. Nowhere is that fact more evident than in our local Home Depot or Lowe’s stores. If we need new flooring, we take a class to learn how to install

The Problem With LegalZoom (Part 2) – Inaccuracies Corrected But Problem Remains

A couple of weeks ago, I published a blog post entitled The Problem With LegalZoom (And Other Do-It-Yourself Estate Planning Solutions) which highlighted some of the pitfalls of relying on do-it-yourself document preparations services. The

Planning Your Estate? Don’t Be Penny Wise And Pound Foolish

Comparison Shopping: For Yogurt? Good. For Estate Planning? Not So Much. One of my favorite stores is Costco. I try to purchase as much as possible there because it saves money on all sorts of

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