Category: Estate Planning

Estate Planning: Don’t Die Trying

Estate Planning: Don’t Die Trying

Estate planning isn’t difficult but it is time consuming if you want to do it right. According to a new study by Caring.com, only 40% of Americans currently have an estate plan of any sort at all. What that means is that nearly 60% of adults in the US have left no guidance whatsoever if […]

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Starting the Conversation about Wealth Transfer with your Family

Starting the Conversation about Wealth Transfer with your Family

Talking about money with family members is not easy. In this short post, I will try and lay out a few pointers that make a difficult situation a little easier and at least get the conversation started. It is best to start at a high level and developing a layered strategy. My hope is that […]

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The Essential Estate Planning Checklist

This blog is the last and perhaps the most important installment in my four-part blog post series on estate planning. Don’t forget, estate planning isn’t about you, it’s about those you care about. Your ability to control the disposition of your assets from the grave is a powerful tool but it must be wielded for […]

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Can You Trust a Will?

As I mentioned in my previous post, Americans are abysmal at Estate Planning. Over 50 percent don’t even have living will to convey their wishes after they pass. If you dig deeper into the statistics, you will find that even fewer Americans have a trust that protects them from the dreaded process of probate. The […]

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Estate Planning: A Primer -Part 1 of 4

What is estate planning exactly and why should I care? This blog is not for self-centered individuals precisely because estate planning is not about you, it’s about everyone else you care about. Effective estate planning is done entirely for the beneficiaries of those you care about and will sadly benefit from your passing. No matter […]

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