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]
Category: Inheritance
Ethical Will – Leaving a Value Statement
“Ethical Wills” have been around for a long time. They are not legal documents and normally have no legal authority. They are really just a letter you leave behind for your loved ones. Many will use a format describing the Purpose of the letter. It will give some Introduction. It will share some Experiences the... [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]
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]
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]
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]
Casey Kasem Estate Planning Woes
Radio icon Casey Kasem famous for his national “America’s Top 40” weekly radio show, is in the spotlight for his Estate Planning woes. There appears to be an ongoing wrestling match between Casey Kasem’s wife and his adult children from a prior marriage over physical possession of Casey Kasem. He is reported to be suffering... [Read More]
We Remember
On Memorial Day we remember the soldiers who died in service. Army, Navy, Air Force, Marine, Coast Guard & Army Reserves have all sacrificed their lives while serving in the armed forces. A sacrifice they, their families & loved ones have made that changed the lives of all left behind. We are all thankful for... [Read More]
James Brown’s Estate Planning Blues
As a movie about James Brown, “the Godfather of Soul”, hits cinemas we remember the disastrous Estate Planning he left behind. James Brown’s Will attempted to create a Trust under a Will for education of poor children for the bulk of his assets, also for education for his grandchildren, some personal items to his adult... [Read More]