Why do I do Estate Planning? NOTE: This is an excerpt from the book, The Legacy You Leave, by Steven Andrew Jackson, Esq. You can buy the book on Amazon or Kindle. Click here for details. As an estate planning attorney, I want to make a difference in the lives of others. I want to... [Read More]
Category: Estate Planning
September 18: CE Class – “Blended Families – When 55 & Up Remarry”
Estate Planning attorney, Steven Andrew Jackson, will teach a one hour Continuing Education class on “Blended Families – When 55 & Up Remarry.” Date: Wednesday, September 18, 2019 Time: 8am to 9am Location: The Biltmore Building, One North Pack Square, Asheville CE: Approved for 1 Hour Education by the North Carolina Department of Insurance. About:... [Read More]
Why do Estate Planning?
Put quite simply, Why should one do Estate Planning? You do Estate Planning because you love someone. You want part of your legacy to endure. You don’t like giving away your hard-earned money to the government or to people you don’t know. You want to make a difference in the life of someone else or... [Read More]
Tough Talks: How Millennials Will Impact the Future of Estate Planning
Millennials by Age The American Millennials are adults born between the years 1981 and 1996 (ages 23 to 38 in 2019. Those born from 1997 on are considered part of another generation). They often refer to my Generation, mid-fifties and up, as the “Sandwich Generation”. This being “because the adult kids won’t leave and their... [Read More]
Blended Families: Impact on Estate Planning
Our last blog introduced one of the toughest talks we have with clients – those concerning their Adult Children and Grandchildren. As we said in the outset this is a “Highly Charged” area as these emotions are so close to the heart and the relationships are so intricately interwoven. There is no right or wrong... [Read More]
Blended Families – Adult Children – Grandchildren
The tough talks we, as lawyers, have with our clients about their estate planning often involve a discussion about the relationships they hold dearest. This blog series, Tough Talks, addresses those relationships and how they impact estate planning. Let’s recap briefly: We have discussed that 55 and up year old people are increasingly remarrying (Blog... [Read More]
Oops: Accidentally disinheriting loved ones
Continuing our series on “Getting Real: Tough Talks in Estate Planning” we discuss what may happen when changes are made to your Estate Plan. Updates or changes are often made when changes in a person’s relationships occur (re-marriage, for example). Changing your Estate Plan can trigger the need to update and change other important documents. ... [Read More]
Remarriage – Money Discussions and Impact on Estate Planning
In this ongoing series, Getting Real, we talk about the Tough Talks estate planning lawyers undertake with their clients. Remarriage is a common topic. We previously discussed the high percentage of people that remarry or enter into a partnership after they are 55 years old. This statistic has increased over time as we pointed out... [Read More]
Getting Real in Estate Planning: Tough Talks
A lot of what we do, is hear great stories. We meet fabulous individuals, and hear a lot about their kids and their interesting stories about their lives and how they became successful and can now leave something to their loved ones. This is a positive in estate planning. The other side of Estate Planning... [Read More]
Thankful
I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”. You really cannot feel both at the same time. So if... [Read More]