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Don’t Let Fear of Lawsuits Disrupt Your Sleep!
The focus of this blog post is on some of the more important steps people can take to: a) mitigate their fear of lawsuits – an...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
dont-be-left-in-the-dark-part-one
Too often, beneficiaries do not receive adequate communication about their inheritance. Beneficiaries have rights and they need not sit...
Are You Confident About Your Estate Planning Team? – Part Two
INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...
Protect Your Assets – Before It’s Too Late – Part Two
INTRO: In Part One of this series, we started to explore how you should consider the limited liability benefits of forming a business...
ESTATE PLANNING: Myopia Can Be Hazardous
INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...
Estate Planning Strategies for Blended Families – Part One
INTRO: Estate planning for blended families can be complex, sensitive and difficult. Here, I will explore a few potential strategies that...
ESTATE PLANNING: Advice About Safe Deposit Boxes
INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
Your Legacy Video
What the Process Involves The process of creating your very own Legacy Video involves interview preparation, the filmed and guided...
When Giving To Children, Is Equal Always Fair? - Part Two
INTRO: In Part One of this series, we talked about why parents usually try their best to treat their children equally and children tend...
When Giving To Children, Is Equal Always Fair? - Part One
INTRO: Parents usually try their best to treat their children equally and children tend to expect that. In this blog post, I will explore...
Watch Out For Elder Financial Abuse! - Part Two
INTRO: In Part One of this series, I reported that it is difficult to combat elder financial abuse. Sometimes it isn't recognized or at...
Watch Out For Elder Financial Abuse! - Part One
INTRO: Working with many elderly clients and hearing about the parents of "baby boomer" clients, I see and hear signs of elder financial...
Using Your Estate Plan to Pass on Values - Part Two
INTRO: In Part One of this series, I introduced you to a young father named Curt whose grandfather's last will and testament provided his...
Using Your Estate Plan to Pass on Values - Part One
INTRO: Here's the story of a special project I completed for a client some months ago. My client is a young father - I'll call him Curt....
LEGACY PLANNING: Use Video As Part of Your Estate Plan
ou should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...
The New World of "Digital Legacy"
In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...
The Law and Unintended Consequences - Part Two
INTRO: The estate planning "game" is one every adult plays, but some play more actively and more intelligently than others. The challenge...
The Law and Unintended Consequences - Part One
INTRO: The estate planning "game" is one every adult plays, but some play more actively and more intelligently than others. The challenge...
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