four estate planning myths that refuse to die ( article)

May 15, 2019 - Posted by: RLJ - In category: Business, Tax, taxes - No responses

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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Estate Planning Checklist (The Motley Fool article)

December 29, 2018

You need an estate plan. This is true even if you don’t have a lot of assets. It’s also true if you’re young, or if you don’t have close family member. Estate planning means preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what […]

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Is Do It Yourself Estate Planning a Good Idea?

November 28, 2018

This morning, a fairly recent New York Times article on the topic of “do it yourself” Wills popped up on my computer.  This is a subject near and dear to my heart (for a variety of reasons), so I decided to spend some time reading and considering the content of the online article.  What follows are […]

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Qualtrics, the 8 billion dollar startup?

November 16, 2018

SAP to buy startup Qualtrics for $8 billion.  That is global news and something that has almost rattled the Silicon Slopes here in Utah.  Let’s focus on the headline mentioning that German tech giant SAP is paying $8 billion (yes, that’s billion with a “B”) for a “startup” company.  Doesn’t that seem like something of […]

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How to work with an attorney (Huffington Post article)–part 3

October 16, 2018

The money stuff matters when you are working with an attorney. So make sure you understand from the beginning how you will be billed.

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How to work with an attorney (Huffington Post article)–part 2

August 27, 2018

In the last post, we started discussing the Huffington Post article titled “My Lawyer, My Friend” and this post is a continuation of that discussion.  The premise of the article is that there are important considerations which, if understood and followed by a client, will greatly increase the likelihood that a client dealing with an attorney […]

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How to work with an attorney (Huffington Post article)–part 1

August 13, 2018

Since Abraham Lincoln was an attorney before and far longer than he was President of the United States, it is fitting that we reference Mr. Lincoln in the context of the “good” attorneys.  He was certainly good in the context of his skills, knowledge and legal qualifications.  So, when people are being overly critical of […]

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Biggest threat to your estate could be those closest to you (CNBC article)

June 15, 2018

Family conflicts could be the biggest problem with your estate plan.  Contrary to popular belief, this is more likely if you fall into the less-than-wealthy category.  Fewer assets to go around often results in more strife among heirs. Tax considerations (estate tax mostly) have traditionally dominated the focus of estate planning.  Today, with the current […]

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