Posts Tagged ‘Estate Plan’
Some Food for Thought When Reviewing Your Estate Plan
Estate planning is an ongoing process, and an estate plan review should be done every few years to ensure that your unique goals and needs are still being met. As I’ve mentioned before, your planning should never be merely a set of documents you execute once, stick on a shelf, and never look at again. …
Read More5 More Ways You Might Leave a Mess Behind for Your Family
It is always easier to ignore a difficult task or put it off until later. However, the wealth you have worked hard to build, your dreams for your family’s future, and your legacy are all in jeopardy if you have not taken the time to properly plan for your death or incapacity. Do not perpetuate your family’s…
Read More7 Reasons to Review Your Estate Plan in the New Year
Happy New Year and Congratulations! At some point in the past you have taken the necessary steps to create an estate plan that protects your loved ones and your family’s financial future. Whether you are from Orange County, Southern California, or somewhere else in the country, you are ahead well ahead of the curve. Surprisingly,…
Read MoreWhy You Should Check Estate Planning Off Your To-Do List
January 1st has come and gone, but hopefully your New Year’s Resolutions have not done the same. Estate planning is one thing that should definitely make it onto your list of resolutions, whether you have already begun to plan or it is time for a review. The following are a few reasons to actually check…
Read MoreThanksgiving is a Great Time to Pass on Values and Plan for the Future
Family Estate Planning on the Holiday Thanksgiving is a great time to reflect on everything you are grateful for and to spend time with family and friends. Every family has its traditions, whether it’s gathering for a big turkey dinner, volunteering at a local shelter or heading out to a football game. No matter what…
Read MoreLawpreneur Radio Podcast – Being a Brand New Lawpreneur, Kevin Snyder
I had the pleasure of being interviewed by Miranda McCroskey on “Lawpreneur Radio,” which is an inspirational podcast supporting the needs of the lawyer come entrepreneur. (scroll down to listen to the interview) Practicing in the same criminal courts in Orange County, I have known of Miranda for years, but never actually met her. When…
Read More5 Reasons Why You Need to Dust-off and Review Your Estate Plan
You love much, dream big, and plan well. That is why you already have done an amazing job by creating an estate plan to protect your financial future and that of your family. However, creating an estate plan is just the first step in the estate planning process. An effective estate plan that actually works…
Read MoreCongratulations! It’s an Estate Plan! Protecting Your Newborn from Birth
Congratulations are in order for one of my best friends and his wife on the birth of their first child – a sweet baby girl. She is adorable and it is clear from the joy in his face that his heart is stolen away forever (cue Van Morrison song). My wife and I have been…
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