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On it Like White on Rice

Have you heard about our Plan Preservation Program? How about the expression “we’re on it like white on rice”? Sounds like I may need to elaborate… Estate planning is not ‘One and Done.’ It’s not something you get to check off your task list for good. In fact, visiting with your attorney to make sure […]

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The Terrible Surprise of an Empty Trust

You do the grown-up thing. You get to your attorney and work out your estate plan. You decide it makes sense to create a trust (here’s a quick review of the difference between a WILL and a TRUST…). You sign all the documents. Your attorney gives you a shiny, leather-like binder, makes you promise to […]

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Make Sure Your Will is Not ‘Mad-Libbed’

The proliferation of online estate planning tools may give you the sense that your will consists of a whole list of blank spaces, into which your attorney inserts names of your choosing, and out spew your legal documents. Like a fancy, binding game of Mad Libs. The reality is – your will, and the process […]

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Avoid These 3 Mistakes When Creating Your Estate Plan

There are a few very important roles to fill, and you can learn more about them in this quick how-to guide, Finally Get Your Will Done. But in this article, I want to talk about how to pick your team, and the common places people get stuck in the process. The most common Get-Stuck point […]

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Goals First, Solutions Second

Estate planning is not a one-size-fits-all exercise. It’s not even a one-size-fits-most. This is how most people think estate planning goes: You meet with an attorney. They take an inventory of your family and your stuff. They hand you a big pile of documents based upon your inventory. Then they send you the bill. No […]

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You’ll Get More Done When You “Know Your Why”

Humans are the only species conscious of our own mortality. And let’s face it, no one wants to contemplate mortality! If you’ve been putting off planning for your death and other awful circumstances (or know someone who has) this is probably one of the biggest underlying reasons. Who wants to schedule the hours into their […]

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How Long Has it Been Since You…

The challenge with family legal planning, or estate planning as they call it, is that it relies on a plan that protects your family at an unknown time, under unknown laws, utilizing unknown assets for an unknown family situation to accomplish unknown goals. And while we don’t know when you’ll need it, we know your […]

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