What is discretion and why is it important for your estate plan? Discretion – 1: the quality of being discreet, circumspect, and cautious in one’s speech, 2: the ability to make responsible decisions, 3 a: individual choice or judgment, b: power of … [Read more...]
DISCOURAGING DISENGAGEMENT IV: Domestic Partners, Disasters, Distance, and Doing It Yourself
Estate Planning Attorneys - Discouraging Disengagement In previous articles, I shared insights from James Brill’s excellent article, “Discouraging Disengagement.” Estate planning is fluid because time and circumstances alter plans. In the first … [Read more...]
Disengagement – Threats to your Estate Plan
As in parts one and two of this Estate Planning series, I want to credit James E. Brill and his excellent article, “Discouraging Disengagement.” In Part One, we discussed Death, Disability, and Decline. In Part Two, we looked at Disaffection, … [Read more...]
Imperfection – The Art of Drafting an Estate Plan
Often when I speak to a group about our practice, I claim that we draft imperfect estate plans. This may not sound like a good marketing plan, but it is the truth. We don’t set out to be imperfect or incomplete. It is not that our analysis or … [Read more...]
Disengagement – Part Two
As we discussed in a previous article, several years ago, James Brill authored a piece entitled, “Discouraging Disengagement” for the Texas Bar Journal and shared some important reminders for all of us who plan for the future. Disaffection, … [Read more...]
Disengagement – Part One
Several years ago, James Brill wrote an excellent article for the Texas Bar Journal entitled, “Discouraging Disengagement.” It was billed as a helpful way to remind clients to maintain their estate plans. While we strive to build estate plans to … [Read more...]