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...
Step 5 for Efficient Estate Planning: Keep Up
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...
Step 4 for Efficient Estate Planning: Execute
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...
Legacy Parenting
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...
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...