Year: 2019

four estate planning myths that refuse to die ( article)

May 15, 2019

In his recent 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 […]

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Estate Planning Ideas for 2019 ( article)

March 19, 2019 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 […]

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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.

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