Back after 30 years, the new and improved,
. . . the estate planning information you need to get your affairs in order and avoid problems
Michael T. Palermo
Attorney at Law
Author of the “AARP® Crash Course in Estate Planning: The Essential Guide to Wills, Trusts, and Your Personal Legacy” (2008)
“The presentation may be unspectacular, but the information is thorough & well-written.” Wall Street Journal, September 25, 1997
AARP® has not reviewed or endorsed this website. I have no affiliation with AARP® now, other than as an ordinary, dues-paying member. I am no longer a Certified Financial Planner™ licensee, although the CFP® mark appears on my book cover. I am semi-retired and relinquished my certification years ago.
Estate planning is nobody’s favorite subject, so I’ve tried to use my experience to organize things usefully and in general terms. A few lawyers might take legitimate issue with me on specific points based on their experiences in a particular state.
I will be monitoring visitor comments for topics, issues and situations of broad interest that are not yet covered here.
Make Life Easier for Those You Leave Behind
When Young Children Lose Both Parents at Once
Providing for Your Children as They Become Adults – Some Useful Trust Provisions
Two Important “What Ifs” to Consider in Setting Up a Trust for Children
Naming a Trust “Protector” – An Advisor or Watchdog to the Trustee
A Trust Alternative: A Uniform Transfer to Minors Act (UTMS) Custodial Account
Rule One in Planning for Those with Special Needs – Think Ahead
The Two Primary Modes of Government Assistance for the Disabled
A Final Word About Planning for the Disabled with an SNT or Pooled Income Trust
This website does not provide individual legal or financial advice, even though that word occasionally appears. No one should rely on this in making any decision without consulting a lawyer licensed in your state. (As the saying goes, “I’m a lawyer, but I’m not your lawyer.”) This website presents a broad, (hopefully) clear introduction and some practical, universal and timeless things to consider based on many years of experience. It is my best effort but is not guaranteed in any way. I welcome your comments. But please understand that I am unable to answer individual, personal, or family questions due to both practical and legal considerations.
