Shared Wisdom
Adding perspective through our Blogs, Haiku Thursday, and What Could Go Wrong Cartoons
Estate Planning
Probate
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You Only Die Once – You Better Get it Right©
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...
What Could Go Wrong Cartoon
Haiku Thursday
Ben Franklin Probably Would Have Said: You Only Die Once – You Better Get It Right©
Ben Franklin, that quotable Founding Father, Inventor, and Philosopher coined the famous phrase: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”...
Online Accounts: Where is Your Cheese?
Would you believe that there is over $58 Billion of unclaimed cash and benefits in the United States? The following article examines this phenomena in more detail. How in the Wild Wild World of Sports can that happen? Quite often, unclaimed assets are the result of a...
National Estate Planning Awareness Week: Why Does it Matter?
Every once in a while, Congress gets things right as they did in 2008 when they declared that October 19– 25th would become National Estate Planning Awareness Week. Congress notes that, “careful planning can prevent family members or other beneficiaries from being...
Hey Mom and Dad – Your Children Will Turn 18 One Day – Are You Ready? – Three Important Documents
If your child is over the age of 18, you will soon learn (if you haven’t already) that although you may provide all kinds of support, your child is already an ADULT and strict privacy rules apply in the eyes of the law. Once this birthday occurs, you will no...
Avoiding Probate – Bad Advice – Bad Results: Joint Tenancy with Right of Survivorship
Probate is the court supervised legal process by which a deceased person’s assets are collected, managed, and distributed to beneficiaries, after payment is made on creditors’ claims. In many States, probate has a very negative reputation as an expensive and...