When polling my clients on their top priorities in their Estate Plans, they’ve told me they are: (1) take care of them while they are alive or while they are mentally disabled; (2) take care of their family or loved ones; and (3) avoid Probate Court costs and Taxes Your priorities may be similar. You... [Read More]
Category: Separation/Divorce
Steve Teaches CE Class – “Financial, Insurance & Accounting Opportunities in Estate Planning”
Steve will teach a Continuing Education Class – “Financial, Insurance & Accounting Opportunities in Estate Planning” on Wednesday, November 6,2013 at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants. The class will focus on opportunities to create business through Estate Planning for these Professional Advisors. The Class is approved for one... [Read More]
The Death of Adrian Peterson’s Son Prioritizes Everything
The murder of the 2 year old son of Adrian Peterson puts things in perspective. The trivial things his family members may have worried about before the tragedy dissolve into meaninglessness. What are the most important things in your life? Who are the most important people in your life? What are you doing to take... [Read More]
Technology Without Wisdom is Wasted
Billionaire Jerry Jones, owner of the Dallas Cowboys football team, was ridiculed for using a “flip-phone” on Monday. It obviously has not held him back from being a successful oil businessman or successful owner of possibly the most valuable NFL Team. There is some tendency to think that the most recent technology is more important... [Read More]
One cannot know Joy or Serenity without the Gift of Loss
We seek to avoid all of the pain of life for ourselves and loved ones. However Pain & Loss are where we really learn. It is where we gather Wisdom that we can later use to help ourselves and others. We don’t want to intentionally hurt ourselves or our loved ones unnecessarily because Life will... [Read More]
Gratitude Offsets Anger and Fear
One cannot be in both Gratitude and also in Anger or Fear at the same time. If we are in gratitude we are in polar opposite of, and unable to be in, Anger or Fear. Anger locks us down wherein we are unable to move forward. Fear of the future also keeps us from moving... [Read More]
How Am I Doing?
“How Am I Doing?” is a great way to evaluate how you are progressing in different areas of your life. It was a favorite question inviting evaluation from former NYC Mayor Ed Koch. “How am I doing in my Estate Plan?”, is a great way to consider is your Estate Plan up to date with... [Read More]
Yosemite Wildfires: Are We Safe?
Whether the Danger is natural like a Fire, or manmade like a Lawsuit, we want to make sure we, and those we love and what we own, are protected when danger strikes. With the wildfires racing through Yosemite National Park we think about what if those fires were burning up our home? Or what if... [Read More]
The recent FORBES advises that 30% of the wealthiest people inherited their money. Therefore, their family did good Estate Planning
If good Estate Planning is not done an inheritance is lost to Taxes, Probate Costs, Squander, Lost in Divorce, or Lost in Lawsuits. You may not be FORBES wealthy, but do you want to waste everything you’ve ever earned? If you do not do good Estate Planning to transfer your “Life’s Work™” (everything you’ve earned) to... [Read More]
“Git ‘Er Done”
Larry the Cable Guy For many of us, our tendency towards perfectionism precludes us from moving forward. Our strong desire to “get it just right” precludes us from moving forward on what needs to get done. “Paralysis by Analysis” is a good description as it often precludes the perfectionist in us from moving forward on... [Read More]