Step 3 for Efficient Estate Planning: Reach Out
You have a general understanding of what you have. And now you’ve met with an attorney, licensed in your state, to figure out how things...
Make Something to Hold Onto
The Wall Street Journal ran an article about recipe cards. As we've all gotten comfortable dispensing with the paper that's overloaded our lives and moved...
The Worst Treasure Hunts
So let's pause for a bit and talk about items in the news that remind me of all the reasons I do death law, I...
Step 2 For Efficient Estate Planning: Check In
Have you gathered your information about what you own? Now, check in with professionals who can figure out what the to-do list will look like...
Step 1 For Efficient Estate Planning: Gather
In over ten years of walking people through the legal to do list that comes up when someone dies, I've seen a pattern. The people...
Resolutions.
If getting your legal affairs in order is on your to do list this year and estate planning is part of your 2019, I'm going...
Free Legacy Prompts
No matter your traditions, this time of the year is when a ton of family time happens... and when a lot of people have talking...
Three Legacy Must Reads
This Fall, I did something I haven't gotten a chance to do in a long time. I read. What can I say. With four kids...
How to Start the Uncomfortable Conversation.
It's that time of year. The holidays are when you get together with your loved ones... and a good time to talk about estate planning......
Let’s Be Frank. Your Kingdom Will End.
You are working it. You are making something. You are building a kingdom. One castle at a time, but you are building it. But, I...