An Organized (after)Life

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...

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...

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...

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

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...

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...

You thought you were done, Well, have you ever cleaned out a junk drawer? And then forever and ever there after that drawer stays exactly...

Okay. You know your plan. Not just that you're going to do a will or a trust or any other document. You know that if...

Yet another news item has come up as we go through the six steps of efficient planning. But you need a little more time to...