Help Tag

27 Apr

Step 6 for Efficient Planning: Update

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

13 Apr

Step 5 for Efficient Estate Planning: Keep Up

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

01 Apr

Step 4 for Efficient Estate Planning: Execute

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

10 Mar

Step 3 for Efficient Estate Planning: Reach Out

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

07 Feb

The Worst Treasure Hunts

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

29 Jan

Step 2 For Efficient Estate Planning: Check In

Have you gathered your information about what you own? Now, check in with professionals who can figure out what the...

09 Jan

Step 1 For Efficient Estate Planning: Gather

In over ten years of walking people through the legal to do list that comes up when someone dies, I've...

01 Jan

Resolutions.

If getting your legal affairs in order is on your to do list this year and estate planning is part...

20 Nov

How to Start the Uncomfortable Conversation.

It's that time of year. The holidays are when you get together with your loved ones...

25 Oct

Probate Terms

Probate and Estate Planning are things most of us will and should deal with. But, they're confusing. So let's pull...