Estate Planning as You Build Wealth

Estate planning as you're acquiring assets, isn't simply avoiding taxes and setting up trusts. Because estate planning isn't simply having some document or worrying about...

Estate Planning When People Depend On You

Parents of young children have some of the most complicated estate plans. But they should. They're not simply trying to get assets to someone. They're...

Estate Planning as You Pair Up

At some point in adulthood, a lot of people pair up. For those that do, estate planning takes different dimensions. What you have isn't just...

Estate Planning As You Own Stuff

This stage is one we’re constantly in as adults. We start to and continue to acquire stuff. We open bank accounts, buy cars, maybe buy...

Estate Planning for the New Adult

Estate planning isn't just about particular documents. And your estate plan evolves during your adult life. It will ebb and flow in complexity depending on...

Rest.

Normally I write a few times a month. But this month has been a month of busyness. It  has been really good to take this...

Step 6 for Efficient Planning: Update

As your life shifts, the to-do list you will leave naturally shifts. Sometimes, the to-do list will become more complicated than it was before and...