Beneficiary Designations

You need to make sure your beneficiary designations coordinate with your estate plan so that your plan actually happens. But, doesn’t a will dictate where...

Michael Jackson Estate and Trust Funding

Trusts are helpful tools. But as the Michael Jackson Estate shows, the most important part of having a trust is trust funding. First, let’s talk...

Legacy Parenting

The effects of snowplow parenting can be lifelong. And it wreaks havoc on your legacy. On the podcast I talk about an alternative, legacy parenting....

Four Factors For Picking A Guardian

Even though I preach that estate planning is for every adult at every stage of life, a lot of people don’t really start thinking about...

What is an Estate Plan?

This is my not-office, office. It’s my car and I’m getting a lot of work done here to help you understand what is an estate...