• 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. Goal #1: Prevent inheritance conflicts among your children.  Use your inheritance […]
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  • The Vacation Home: Uniting or Dividing?

    One day the dream comes true, siblings inherit the most coveted possession, the family vacation home.  Everyone happily uses the home for family vacations and fun times for several years.  The property appreciates considerably and now one sibling wants to either sell the property, or have the other, buy out their half. Co-owners of real […]
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  • 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 the use of resuscitative measures in the event of cardiopulmonary arrest.  Fifty […]
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  • 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 his grave. Cryptocurrency is a form of Internet currency.  Bitcoin is the most common example of a […]
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  • To Get Started, Just Get Started

    It’s February, and the New Year has really started, so let’s look at the scorecard for resolutions. Oh the wonderful plans…losing weight, new organizational skills, relationships, nutritional regimens…where are they now? What happened to these new vistas, goals, aspirations and good thoughts? I think the answer is that life gets in the way, aka “stuff”.  […]
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  • 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.
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  • 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.
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  • 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. At my death, will there be sufficient cash to maintain […]
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  • 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. January and February are cold months and they can be particularly harsh for those who overspent at the holidays.  Many are now faced with the reality of how far out […]
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  • The Don’t’s We Need To Do – Never Be An Accomplice

    When I first gave this talk and mentioned the title, someone immediately raised their hand and said, you mean a victim! I intentionally used the word accomplice because I believe that many times our mental state makes us an unwitting accomplice. We set ourselves up for problems; sometimes we get overloaded with life and sometimes […]
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