Law Office of Beth Forman Rondinelli

05/31/2026

This is a fantastic way for the whole family/friend group to achieve peace of mind! Reach out if you want to host a Will Party and receive your estate planning documents for free!

05/25/2026

05/24/2026

Having an outdated Will can be worse than not having one.

By Kristie Hall, Selzer Gurvitch Spring is in the air – and it may not only be your patio furniture that needs dusting off. This time of year is all […]

05/08/2026

If you are navigating a complex family situation such as addiction, we can assist in safeguarding your assets through a trust.

I don’t want to throw my hard-earned assets away or, worse, provide a means for him to drink himself to death.

05/02/2026

In case there is interest….
https://www.facebook.com/share/18PLqmFuDr/?mibextid=wwXIfr

8th May, 3 PM ET

04/30/2026

Full disclosure to your kids of a Will's contents can often prevent future misunderstandings.

Legendary investor Warren Buffett has long warned that poor communication in estate planning can create confusion, conflict and lasting damage within families. Why Buffett Calls It A ‘Terrible Mistake' Speaking at the Berkshire Hathaway annual meeting in 2023, Buffett made it clear that secrecy ar...

04/04/2026

https://www.facebook.com/share/r/1G2VvsnC29/?mibextid=wwXIfr

Thoughts? Moral of the story?

03/31/2026

To potential clients who are doing DIY or online estate planning documents:

The role as your attorney is to draft your estate planning documents from the ground up after we have a thorough, in-person (or virtual) consultation where I can fully understand your assets, family dynamics, goals, tax situation, and any unique issues that need to be addressed. I do not review homemade documents.

Here’s why I follow this policy:
• It is not ethical for me to give piecemeal advice on documents you drafted yourself. Once I start reviewing your work, I could inadvertently create an attorney-client relationship (and the liability that goes with it) without the benefit of a complete picture of your situation. That puts both of us at risk.
• Even well-intentioned DIY documents frequently contain subtle but critical errors—missing or incorrect language, improper ex*****on, outdated tax provisions, or provisions that conflict with current state law—that only become apparent after a full review. Spot-checking them would not serve you well and could actually create a false sense of security.
• We would still need a thorough consultation anyway. Estate planning is highly individualized. A proper plan requires me to ask dozens of questions you may not have considered, review all your assets and beneficiary designations, and coordinate everything into a cohesive set of documents. Simply “critiquing” what you already have doesn’t replace that process; it would just add an extra, inefficient step.
• It is not good practice for the client or the attorney. Experience shows that trying to “fix” DIY documents almost always takes more time and costs more in the long run than starting fresh. Drafting clean, professionally prepared documents tailored to your current circumstances is far more reliable, efficient, and protective of your family.

02/20/2026

Have you always wondered what is the best way to leave money to your grandchildren? It's all part of estate planning!