Year: 2019
four estate planning myths that refuse to die (Forbes.com article)
May 15, 2019
In his recent Forbes.com article, Ron Carson reviews four common estate planning myths. Because I have been talking about estate planning myths for years, having even published a book on that subject, this article caught my attention. Likewise, since Mr. Carson uses the same “life planning” phrase I like to use (and have used for […]
Read more >Estate Planning Ideas for 2019 (Utahbusiness.com article)
March 19, 2019
UtahBusiness.com recently published a short, but worthwhile article on estate planning ideas for 2019. As we begin another new year, it is common for people to review their goals and objectives and also to revisit items on their long-outstanding “to-do” list. Estate planning usually falls into one or all of those categories. A 2017 survey conducting by […]
Read more >Estate Planning Checklist (The Motley Fool article) part 2 re assets
January 14, 2019
Assets are a key consideration for estate planning, at all stages.
Read more >