Whitney Houston – Estate Planning Part 2

As we discussed last time, when a well known celebrity dies, after asking “How?”, we ask, “How much did they leave and to whom?”  Rumors are that Whitney Houston left a multimillion dollar estate to her only child, an 18 year old daughter.  This is an estate that should continue to grow with the sale... [Read More]

Whitney Houston’s Estate Plan Upon Her Unexpected Death

After the sudden death of 48 year old Whitney Houston, some of the first questions asked are:  How did she die?  What about her family?  Some questions that come to mind right after that are:  What estate did she leave behind and to whom did she leave it?  Then, the informed reader asks:  Will her... [Read More]

Client and Family Workshop Well Received

“You were in great form” is always a good thing to hear from a client after a presentation to them and their family.  Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones.  We met Saturday... [Read More]

Professionals Class Well Received

Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving  it the next highest “will be useful” rating.  The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life... [Read More]