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Monthly Archives: January 2025

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Two Is A Crowd When It Comes To Personal Representatives Of An Estate

By David Toback |

Diversifying your investments is one of the most fun parts of estate planning, especially since it does not require you to contemplate your mortality.  If you adopt the mindset that diversity equals abundance and apply it to writing your will, you might decide to designate two or more people as personal representatives of your… Read More »

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Regrouping After A Major Hurricane: An Estate Planning Lawyer’s Perspective

By David Toback |

Estate planning lawyers operate on the assumption that the goal of estate planning is not to die with the most money or to share the least amount of one’s money with the IRS, but rather to make things less stressful for you and your loved ones in the face of adverse events.  The usual… Read More »

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You Can Live Without A Revocable Trust, And So Can Your Heirs

By David Toback |

If you look for estate planning checklists online, you might see “establish a revocable trust and fund it” right after writing a will and signing a medical advance directive.  Everyone needs a written expression of their wishes about their own medical care in a worst-case scenario, and almost everyone’s probate case would be simpler… Read More »

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