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Your Estate Plan Is Probably Out Of Date

Oh, come on. Redoing an estate plan sounds about as exciting as purchasing tires! Well, it just so happens that tires are a perfect analogy. It is not fun to buy tires; it is necessary if the tread is unsafe - leaving your tires, your foundation for safety on [...]

Why Do I Need That?

A friend of mine asked me the other day, "Why do I need an estate plan? Everything I own has a beneficiary designation on it." I looked at him and said, "Your beneficiary designation handles the most unimportant aspect of an estate plan, the money." The beneficiary designation sends [...]

By |2022-09-09T11:59:09-04:00September 9th, 2022|Estate Plans, Power Of Attorney|0 Comments

Stress, Financial Crisis, Garbage Cans, and Let the Sunshine In

The father of a friend of mine passed away. His father was a wonderful guy, but organization was not his thing. My friend was stressed over his death and went into panic mode - sifting through endless stacks of documents. Instead of looking at the documents, he was just [...]

Sorry To Tell You…But Your Estate Plan Is Probably Out Of Date!

Oh, come on. Redoing my estate plan sounds about as exciting as purchasing tires! Well, it just happens that tires are a perfect analogy. No one wants to buy tires; it is a necessity that occurs when the tread reaches a dangerous level - leaving your tires, the foundation [...]

Why You Need An Estate Plan

This is a simple question, and the answer is a stark reality. Your future – like it or not – includes illness and, ultimately, death. You need an estate plan to address both contingencies. If you’re a young married couple with children – you also need an Estate Plan [...]

Taking Care Of YOUR Business

Over the years, we've heard of numerous famous people who died without having an estate plan. Aretha Franklin of most recent – as well as Prince. Let’s add a few more – Abraham Lincoln, Kurt Cobain, Martin Luther King, Jr, Amy Winehouse, Jimi Hendrix, Heath Ledger, Bob Marley, Howard [...]

By |2021-09-24T14:55:49-04:00September 24th, 2021|Estate Plans, Nursing Care, Power Of Attorney|0 Comments

You Won’t See Wisdom Watching the News…

Simply stated – Congress is divided and so is America. Division breeds ignorance, and in my view and we are all witnessing more than our share of it – on every side of the isle. Wash, Rinse, Repeat... the story of American politics. So, instead of focusing on Congress [...]

Retired / Near Retirement And In Debt?

If I file bankruptcy, will they take away my life savings? In other words, do I get to keep my retirement money? Retirement plans such as your 401k and IRA’s are protected in bankruptcy no matter what chapter of bankruptcy you file, pensions are too. Your pension plan is [...]

By |2021-09-17T13:01:33-04:00August 20th, 2021|Bankruptcy, Debt Relief, Estate Plans, Financial, Retirement|0 Comments

Is Your House In Order?

Do you have an estate plan? You know… a Will, a Trust, Patient Advocate and Durable Power of Attorney? The biggest question is, “Is your house in order?” By that, I mean two things – if you die, have your taken the steps to protect your family? Secondly, if [...]

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