Tuesday, September 18, 2018

Two Blogs You Don't Want to Miss

Do you read Robert Fleming's elder law newsletter? Tim Takacs' blog? I wanted to point out two recent blog posts I thought very useful. First is Tim's blog post, What To Do With Your Estate Planning Documents.Tim, in his blog post, discusses with whom to share your documents, discuss your plans with those affected by them, review joint ownerships and beneficiary designations,  review your papers organize them and make sure they are current. Then comes Robert Fleming's newsletter where he writes in inspired response,  What NOT to do With Your Estate Planning Documents..Here Robert offers these not to dos, such as: client, do not hide your documents, or write on them, or sign other documents, fail to take the documents to your next attorney, or fail to recall what you've done.  I'd also like to suggest don't use your estate planning documents as a coaster or a napkin-in other words, keep them secure and in a safe place.

 

https://lawprofessors.typepad.com/elder_law/2018/09/two-blogs-you-dont-want-to-miss.html

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