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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 [...]

It’s Time To Do That Which Is Usually Inconvenient

Yes – these are difficult times. The Pandemic continues, and the prospects of a surge lingers – as well as the question we are all asking – “When will we see a return to our normal lives?” I remember in April saying to myself, “Let’s shut things down through May, [...]

By |2020-12-11T10:45:55-05:00October 26th, 2020|COVID-19, Estate Plans, Financial|0 Comments

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 of these contingencies. If you’re a young married couple with children – you also need an [...]

What Is The Longest Period You Can Wait To Save For Retirement?

This is a loaded question. The answer is, "However long you have waited, you have waited the longest time you can!"I will state the obvious to anyone who is 55+ years and wishes they would have begun planning for retirement much earlier. With that knowledge, the answer is simple, “You [...]

By |2019-11-08T10:06:17-05:00October 26th, 2019|Debt Relief, Estate Plans, Financial, Retirement|0 Comments

It Doesn’t Take All That Much To Realize…

I like this title --- it prompts you to fill in rest of the clause. There are innumerable “fill ins” and I will leave you to think about them. Instead, I will share the one that prompted this Blast. Over the last six weeks, I contracted one of those [...]

Sorry To Tell You…But Your Estate Plan Is Probably Out Of Date!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

By |2019-11-08T10:06:34-05:00May 6th, 2019|Estate Plans, Financial, Retirement|0 Comments

Taking Care Of 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 |2018-10-17T15:18:02-04:00October 15th, 2018|Estate Plans, Nursing Care, Power Of Attorney|0 Comments

Some Fireworks You Don’t Need

Of course, there is no better time to talk fireworks like the week of July 4th. I can think of two situations where the fun and glory of the fireworks is something we’d prefer to avoid. The first is keeping “Man’s best friend”, the dog, happy! The solution here [...]

By |2018-07-09T11:21:10-04:00July 8th, 2018|Estate Plans, Financial, Power Of Attorney, Retirement|0 Comments

It Takes Effort to Get it Right – You Must Follow Through!

We all hear it from time to time: someone complaining that whatever project they were working on faltered and certain aspects came up short. True... things don’t always go right and sometimes it is the fault of others that causes failure. On the other hand, while we often would like [...]

Helping Your Family When You’re Gone – Eliminate the Procrastinator

Are you a Procrastinator? I understand it is not uncommon, particularly when it comes to family matters, to procrastinate. If I could put off taking the trash out on Sunday – I certainly would (but of course, I can’t)! We’ve been doing estate plans and lecturing on the topic [...]

By |2021-07-01T15:34:57-04:00January 29th, 2018|Estate Plans, Power Of Attorney|0 Comments
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