As part of my procedure of reviewing or creating an estate plan, I have the clients pull up the beneficiary documents for various accounts (life insurance, bank, pensions, etc.), in part just to make sure they know who is designated the beneficiary is, and to have them changed if necessary. Recently, I had one client…
Category Archives: Wills
Do-It-Yourself Will Computer Programs
From Season 2 of “The Office,” Dwight Schrute explains why he doesn’t tip the delivery person: Why tip someone for a job I’m capable of doing myself? I can deliver food. I can drive a taxi. I can, and do, cut my own hair. I did, however, tip my urologist, because I am unable to…