Research tells us that the majority of Americans today still do not have estate planning in place and only a third of parents have properly named legal guardians for their minor children. That’s problematic because life happens to all of us and gives none of us a heads up. But our message this week is not about […]
Archives for February 2019
Don’t let your loved ones “step in it” by making these 5 estate planning mistakes
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you and your loved ones cannot afford. Some mistakes involve ignoring common sense such that it would be like seeing a wad […]
Eat an Elephant to Get Big Things Done This Year
Before you get alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you…and I’m willing to share how. What do I mean? Creating “to-do lists” of resolutions and goals is part of human nature. So is having a hard time getting the tasks on those lists done. […]
Why You Shouldn’t Check Off Estate Planning from Your To-Do List Video
Estate planning is on many “to-do lists” each year. That is a good thing. But resist the temptation to simply check it off your list. It’s not a “one-and-done.” If you are doing your planning right, it should never leave that list because it’s something that should be revisited and done every year. Watch this […]
Learn More About the New Year’s Resolutions That Can Protect You and Your Loved Ones
The New Year is here! Do you ever find, as we do, that the years tend to fly by the older we get? We know just how busy this year is already because it is for us, too. Between work and the holidays and getting the kids back in school, it feels like there is […]