Blog

12 Jul

This stage is one we're constantly in as adults. We start to and continue to acquire stuff. We open bank...

26 Jun

Estate planning isn't just about particular documents. And your estate plan evolves during your adult life. It will ebb and...

09 Jun

Normally I write a few times a month. But this month has been a month of busyness. It has been...

27 Apr

As your life shifts, the to-do list you will leave naturally shifts. Sometimes, the to-do list will become more complicated...

13 Apr

You thought you were done, Well, have you ever cleaned out a junk drawer? And then forever and ever there...

01 Apr

Okay. You know your plan. Not just that you're going to do a will or a trust or any other...

21 Mar

Yet another news item has come up as we go through the six steps of efficient planning. But you need...

10 Mar

You have a general understanding of what you have. And now you've met with an attorney, licensed in your state,...

17 Feb

The Wall Street Journal ran an article about recipe cards. As we've all gotten comfortable dispensing with the paper that's...

07 Feb

So let's pause for a bit and talk about items in the news that remind me of all the reasons...

Let's Consider Good Legacy