Fair ≠ Equal in Estate Planning

When it comes to determining what assets get left to which beneficiary (child, friend, sibling, niece, nephew, etc.). I often hear one of two things… “I want to give equally to my beneficiaries,” or “I want to be fair in how I distribute my assets.” Equal means just that – Party A gets $000, Party…

PACK A BAG – COVID 19 PREPAREDNESS

Perhaps you haven’t thought about the emergency bag at the door since your last baby. In our current environment, if we have, or think we have COVID-19, we may need to leave for the hospital immediately. It’s always better to have your own things with you and to be prepared, especially now as medical resources…

It’s Not About The Money – We All Need A Plan

We are going through a very trying time as a result of the COVID-19 pandemic…exacerbated by some of the most volatile markets seen since 1987. Many of us have dusted off work contingency plans, (working from home) and are receiving new contingency plans from our schools (colleges) or our children’s schools. The goal of these…

There Is No GANTT Chart For Grieving

“Push through,” “be strong,” “put it behind you,” “move on.” These are some of the phrases we’ve heard (and perhaps said) when someone is sick, injured, down/depressed and even grieving. We go to work when we are sick, we minimize injuries and “power through.” We’re even asked “when will you start dating again” after a…

A New Vocabulary for “Estate” Planning

Those of my clients and peers who’ve heard me expound on this, bear with me…words matter!  They can incentivize or disincentivize our behaviors.  Case in point “everyone needs an estate plan.” Well, chances are I’ve just turned at least 45% of you off and you’ve moved onto the next post.  My goal is to get…