Category - Basic Stuff

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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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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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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How to choose the right estate planning attorney ( article)

June 4, 2018

Since there is no shortage of attorneys, you need the correct approach in choosing your estate planning attorney. Expertise, experience and a good fit (both ways) are important considerations when someone is trying to determine who to retain for estate planning legal work.  A recent online article titled “How to Interview a Prospective Estate Planning […]

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deadly estate planning mistakes (Forbes article)

April 24, 2018

One can learn much about writing catchy headlines from websites like Forbes and  Similar to the CNBC article mentioned the last post, last week, Bob Carlson posted “Avoiding 7 Deadly Estate Planning Mistakes” on  Let’s be real, the mistakes referenced by Mr. Carlson in his article are not really going to be deadly […]

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