Safe Goals
Like most people, you may fail to use your Will or Living Trust to its full potential. You should “program your wishes” to live on after you die. It should be your “periscope from the grave” to accomplish the major goals of inheritance planning.
The Vacation Home: Uniting or Dividing?
How to handle when the family vacation home appreciates considerably and one sibling wants to either sell the property, or have the other, buy out their half.
A Heart Throb Dies
Luke Perry, TV star, recently died of a stroke. His death raised the issue of health care directives and the use of a Do Not Resuscitate order. Do Not Resuscitate (DNR) orders originated as directives, almost routinely entered into patients’ medical records preventing...
And In a Flash, It’s Gone
You may remember three weeks ago,the 30-year-old founder of QuadrigaCX, Gerald Cotton of the Canadian cryptocurrency exchange, died suddenly. Unfortunately for his shocked heirs and investors, he took the whereabouts of some 188 million dollars in cryptocurrency to...
To Get Started, Just Get Started
I have some goals that I need to accomplish, I won’t tell you what they are, but I was working the same scorecard you were…. “nada.”
Be Better Than Bezos
What does the world’s richest man, Jeff Bezos, the CEO of Amazon, have in common with all of us? Simply said, he did not properly prepare and think about estate planning. Jeff Bezos has a net worth of $134 billion dollars, which in the near future will be divided in...
A Resolution That Keeps On Giving
It’s now 2019 and many of my friends are making resolutions. I only have one resolution. Yes, just one. And that’s to be relevant.
A Volatile Economy Should Not Impact Estate Planning
No matter how volatile the world economy seems to be, the need for estate planning is still of primary importance to everyone. Here are some questions to ask yourself, and are relevant no matter what is going on around us in our nation or worldwide.
When Santa Has Left The Building
Like an acrobat “without” a large enough net, many people have pushed their monthly minimum payments on credit cards far beyond their ability to pay.