Blog Archives for tag Assets

Penny-wise and Pound-foolish; Pitfalls of using do-it-yourself estate planning forms

Preparing one’s own estate planning documents through an online legal document service can be a risky proposition since estate planning more »

What will your legacy be?

Have you ever wondered how people will remember you?  Have you ever thought of the people that inspired you or more »

Caring for an Elderly Parent – Perception is Reality when it comes to your Siblings

My wife, a home-care physical therapist, and I have an interesting perspective when it comes to seeing how the “kids” more »

What Documents Do I Need and When Do I Need Them?

Nobody wants to think about death and incapacity.  However, not thinking about these issues will not make them go away.  more »

The Top Five Estate Planning Mistakes – Are You Making Them?

Mistake #1:  Failing To Plan You may think that failing to create a plan is not estate planning and therefore more »

If You Have A Family, You Have A Reason

When is the right time to think about getting a Will or a Living Trust?  The easy answer is when more »

You Are Probably Too Young To Have an Estate Plan

A good friend of mine, in his middle thirties, recently had a minor outpatient surgery.  His insurance covered the costs; more »

Will Your Small Business Survive Your Death?

Many small business owners have failed to implement estate planning for their business.  The owner may feel that it is more »

Dividing Your Assets Without Dividing Your Family

Every family is different, and your estate plan will be unique because of the specific needs of your family.  While more »

Protecting Your Legacy

I get to meet and talk with many fascinating people.  And even better than that, I get to help them more »


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