Estate Planning, You Only Die Once - You Better Get it Right©
Estate Planning
I spend about 25% of my time and thousands of dollars of my client’s money – fixing Do it Yourself estate plans.
Too often parents worry about upsetting one of their children. It would be better to talk to them about it while you are alive - instead of inviting a fight after you die. Also, third parties prefer to deal with one decision maker.
Your family won’t know that you screwed things up until it’s too late.
Simple will?
Doing nothing is simple in the moment. Your family will be furious at the complexity that follows.
Haiku Thursday
Busy is a fiction of time management. Watching Netflix or a Cowboy game is not busy.
Have a Plan
The loss of a loved one is already a stressful situation. Disputes over how to dispose of remains has started many family fights - especially in a blended family .
Thanksgiving – Gratitude Among Generations
Despite the restraint on family gatherings dictated by COVID-19, Thanksgiving 2020 should fill us with the reflections of a unique holiday, even if celebrated virtually through Zoom. Thanksgiving is my favorite family holiday. Over the years, I have chosen to ignore...