What the rest of us need to know about estate planning
In the movie “Terms of Endearment” Shirley MacLaine plays Aurora Greenway. Her daughter is diagnosed with terminal cancer and Aurora stays by her side and VIGOROULY advocates for her care, including pain management. If you’ve seen the movie the scene where she politely (initially) tells the nurse it’s time for her daughter’s pain shot is…
DetailsIn a recent survey conducted by Wealth Counsel LLC, 49% of those surveyed said they didn’t believe they had sufficient assets to warrant getting an estate plan. Fact check – FALSE There is no “required minimum” for creating an estate plan. Money is just ONE asset that can be managed within an estate plan…it need…
DetailsLately, I’ve seen quite a few Facebook photo postings from proud parents with their high school seniors. It is a big moment…your child is done with high school and the next step is – gulp – college! Graduating from high school is a significant milestone for both parents and the graduate. There is actually another…
DetailsThe phrase “digital assets” makes me uncomfortable because it sounds like a description for a discrete pile of “stuff,” that is dealt with on a ‘one and done’ basis. Digital assets are actually more and more our entire, daily world! Digital assets include bank accounts, photos on a cloud, e-books, credit card accounts, insurance policies…
DetailsAs Depeche Mode says in their iconic song, “people are people.” There is still an enormous emotional barrier to getting even basic estate planning in place (e.g. will). The reasons for procrastination have not changed much over the decades. One of the major reasons for putting it off relates to family dynamics. Conversely, “not leaving…
DetailsFinally taking that long weekend, that week, or crazy as it sounds those TWO weeks off from work. OK, I’ve got X going on for Client 1, Y in process for Client 2 and Client 3 might need Z, or ZZ. Well then, I think I’ll just leave everything on my desk and take off…good…
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