Tag Archives | estate planning

Pricing top

If Price is Your First Question

Sometimes you suspect someone might not be the right fit for a business relationship. There are a number of red flags I watch for when I hear from someone out of the blue. For me, an emphasis on or preoccupation with ‘price’ is one of them. Which gives me permission to be direct with the […]

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Woman mourns her husband, who died in a hospital

Hello, Tracey? Veronica Died.

There was one day in June when, for no nefarious reason, our office received a number of phone calls from people whose loved one had *just* passed away. It was a striking number of calls for that particular Monday – enough to inspire that day’s Daily Debrief on Facebook. You can watch it HERE.  I […]

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White rice in black bowl isolated on white background.

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.

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Will not mad-libbed - article image top substitute

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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Little Business Woman

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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How long... Top

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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R.I.P. Tavey top

R.I.P. Tavey – When We Lose a Pet

If you follow our page on Facebook, then you know our beloved Chief Morale Officer, Octavia “Tavey” Antczak passed away peacefully on Monday, June 25th after a brief illness. A good friend died a couple weeks later, and I envision Tavey greeting her the same way she greeted clients in our office for years. Releasing […]

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