Your Organized (after)Life Workshop, Equipping You To Do An Estate Plan
Learn how to leave a manageable to-do list. In the workshop, I'll teach you how to take control of your estate plan so you don’t...
Marlon Brando Estate and Matching Your Plan to Your Intent.
The point of estate planning is to leave a manageable to-do list, not a mess. If your estate plan isn’t matching your intent, then you...
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...
Barry White Estate and a Hidden Trap of Estate Planning
The Barry White Estate had a sticky issue because of a divorce, or lack of it. There’s a hidden trap in estate planning that comes...
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....
Heath Ledger Estate and Updating Your Plan When You Have Kids
Celebrity estates have a ton to teach the rest of us. With the Heath Ledger estate, it’s how important it is to update your plan...
Chadwick Boseman Estate and What It Means To Not Have a Will
Probates made news recently, because Chadwick Boseman’s wife filed a probate proceeding. And he didn’t have a will. Some of the headlines feed into the...
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...