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...

Working.

You might see that the last post was… a while ago. Even before a corona virus took our to-do lists and dumped them on the...

Remember Your Mortality

We are dysfunctional when it comes to addressing the 100% guaranteed, universal experience. Death. But taking time to remember your mortality is important. ...

Estate Planning As You Age

Getting older is when we’re conditioned to start thinking about estate planning. I hope, as you’ve read through estate planning in different stages of your...

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...

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