Category: Estate Planning

Lessons

6 Lessons from an Estate Litigator

Will your family have good Christmases and Thanksgivings after you are gone? Most of us would like to think so. We never want to believe our kids would fight over money or possessions. We ask this very question as we go through our Legacy Planning Process. The answer is almost always the same. Yes. Our…
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March 9, 2020 0
Risk

The 5 Biggest Risks of 2020

Bruce Schneier wrote an article in March of 2007 titled Why the Human Brain is a Poor Judge of Risk. Looking back, the timing is fine irony. Had more investors read his article, perhaps they would have lowered their overall risk in the markets prior to the Financial Crisis – which began in August of…
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January 20, 2020 0
Paperwork

Don’t Die Like a Celebrity

All of their fame and money may be one thing, but when they die – as we all do – celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to…
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December 11, 2019 0
Walking

Tell Me Bout the Good Old Days

I have a confession to make: I love watching the talent on some of today’s reality shows. It is absolutely wonderful to see every day people working to fulfill their lifelong dreams of turning their passion into a career. Several years ago, on The Voice, Danielle Bradbery, a young lady from Texas who was 16…
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December 4, 2019 0

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