What Happens When You Become “Incapacitated”?

For some, Incapacity is scarier than Death. Having worked with over 100 families, I can tell you that incapacity is unique to each individual. Here is an example to help you think about how you might like to prepare for your own incapacity. As always, I recommend that you discuss your concerns and feelings withContinue reading “What Happens When You Become “Incapacitated”?”

“You will always be the Trustor of your own Trust, but not always the Trustee”

Once having created a Trust of your own (with the help of a qualified estate planning attorney, of course) you become the “Trustor”, or Creator/Settlor/Grantor of that Trust. If you are married, you and your spouse are both Trustors. You may also be the first Trustee of your Trust, but this role is quite different.Continue reading ““You will always be the Trustor of your own Trust, but not always the Trustee””

How to Name Us

If you have decided to name Marguerite, Clay, Noah, Joe and/or Ryan as your Successor Trustee (named as Marguerite C. Lorenz, followed by Clay B. Spiegel, followed by Noah B. Benton, followed by Joseph F. McMackin Jr., followed by Ryan J. Shumacher – or in any order you choose), please ask your attorney to sendContinue reading “How to Name Us”

What Scares People Most About Planning Ahead?

Having spoken with hundreds of people on the topic of estate planning, I have learned that many people are afraid of the estate planning process for various reasons. We will explore some of those reasons and make some suggestions to let go of the fear, which is quite natural, considering some of the topics involvedContinue reading “What Scares People Most About Planning Ahead?”

How To Use Estate Planning to Move Your Life Forward

There are so many great self-help books out there. Many have great ideas on how to move your life forward, but when it comes to actually putting those ideas into practice, many of us let ourselves down. The Estate Planning process allows each of us to assess what we own, who we love, and theContinue reading “How To Use Estate Planning to Move Your Life Forward”

Get Ready to Meet the Estate Planning Attorney

What does your attorney need to see? Here is a list typically requested (I have asked many of my attorney colleagues to contribute, and your attorney may ask for other items, that’s ok). Current statements – bank, brokerage, retirement accounts – the values are just part of the information needed, so complete copies of theseContinue reading “Get Ready to Meet the Estate Planning Attorney”

Who Knows?

You’ve been careful with your finances. Your home is your sanctuary, and you know where everything is. You have made your life and your living space just the way you like it. Who in your life knows why you have things set up the way you do? Would that person(s) be available to serve you,Continue reading “Who Knows?”

Questions for the Estate Planning Attorney

Please tell me about your experience as an estate planning attorney or Of all the areas of law, why did you select estate planning? You’re listening for any mentoring received, any other areas of law, what this individual enjoys about the work, and if the attorney has had experience with litigation and trust administration. AttorneysContinue reading “Questions for the Estate Planning Attorney”


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