A simple Decision with huge Impact

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From the Heart

Will they Remember my name?

This short clip is snippets of scenes from the movie Troy, 2004. During this time a man would fight for glory and honor and the hope that he would be remembered, that his name would be spoken. That  “they will write stories of your victories for thousands of years”. It’s a lot to hope for,…

Why not get a trust?

Last week a question was asked that comes up often when I talk with someone regarding estate planning with a trust. The question usually begins with something like; “Can’t I accomplish the same thing …?” It’s a similar thought I had when I first learned about Trusts over two decades ago. Since then, with all…

From the Head

Preparing for Care-Giving

Providing care to an elderly, sick or injured person is a life changing commitment. The medical and personal demands are constant and unwavering. The financial and physical impact adds to the strains and must be faced as each presents itself. Planning ahead is possible to some degree within each of these areas.  I’d like to…

#25 of 25 Estate Planning Mistakes – No Records

Lack of Record Keeping Estate planning is partly about making things easier for your family to close out your estate following your death. However, many successor trustees / personal representatives end up spending a lot of time searching for information which was not properly organized. They need to inventory your estate or trust assets, so they need to know what you…

#24 of 25 Estate Planning Mistakes – Not Reading

Not Reading Actual Estate Plan Legal Documents The only way to be certain that your trust, will, powers of attorney and advanced directive do what you want is to read the actual documents. If you don’t understand something, you can seek an explanation from your attorney. If you need to make a change, you can amend the document. Additionally, how can…