Gary Altman Warns of the Dangers in DIY (“Do-It-Yourself”) Estate Planning

Gary Altman has a bone to pick with Susie Orman, Legal Zoom, and other people/programs pushing “Do-It-Yourself-style legal programs. As a veteran estate planning attorney, Gary knows that attempting to draft one’s own estate planning documents (wills, trusts, power of attorneys, etc.) is a recipe for disaster and can result in paying significantly higher estate taxes.

“There will be many projects this spring where you (or even a not-so-crafty attorney like myself) may be compelled to try and DIY (Do-It-Yourself) - replacing a light fixture, trying a new faux finish painting technique, maybe even putting up a new fence if you’re feeling bold. But there is one project that you should never, ever take on alone and that is drafting your own will or trust…”

Download a full text, PDF version of this article available here.

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