On Halloween night parents and their children will go out, after dark, by foot, going from house to house, ringing doorbells and saying “Trick or Treat”. They are seeking candy and are in costumes that often cover their faces and are often dark colored. If the parents are going with them I’m always surprised that... [Read More]
Category: Estate Planning
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Ebola and Medical Directives
With the scary outbreak of Ebola, prevention, treatment and medical authorization come to mind. If you are unconscious someone needs to have legal authority to authorize medical treatment for you or to move you to another medical facility. That could be to Emory Hospital in Atlanta, Georgia, next door to the Center for Disease Control.... [Read More]
Moon River and Edelweiss
My 92 year old infirm mother suffers from Alzheimer’s, Vascular Dementia and Parkinson’s which affects her mental capacity. She still knows who I am, but does not know my sons. She’ll ask me the same question over and over every 30 to 60 seconds. However, in small portions she can read. I’m unsure if she... [Read More]
Steve Teaches CE Class – “Mental Incapacity in Estate Planning”
Steve will teach a Continuing Education Class to Financial, Accounting & Insurance Professionals on planning for and handling Mental Disability in Estate Planning. As the rise of Alzheimer’s, Dementia, Parkinson’s and other related forms of mental disability rise in seniors (and even middle age people), planning for Mental Disability is even more important. Steve will... [Read More]
Be there for others, but never leave yourself behind
Examine all the roles you currently hold in your personal and professional worlds. If you are like many people, you may have to use toes as well as your fingers to count everything. In what percent of these roles are you serving and supporting others? If you find the number approaching 80, 90, or even... [Read More]
Saving Lou Anne
Lou Anne said that she felt like she was “drowning” when she took over the heavy duties of caring for her husband George during his periods of illnesses. She did this on top of taking care of their farm (which George had done) and her other responsibilities. George and Lou Anne were both in their... [Read More]
The Privacy of Robin Williams’ Estate Plan
Prior to his recent death, Robin Williams had publically lamented his economic losses during his lifetime. Although he had earned millions he had lost more than $30,000,000.00 to his two divorced wives. His third and current wife was living in a separate bedroom at the time that he committed suicide. Possibly the third divorce was... [Read More]
Psychological Cost of Inheritance
When creating your Estate Plan do consider whether an inheritance to your children is disincentivizing them from growing-up into a responsible adult. A lump-sum inheritance might leave them feeling “fat and happy” and therefore they’ll stop being a productive member of society. Another issue to consider is whether they might be one of the estimated... [Read More]