An Organized (after)Life - Page 6 of 6 - helping you make real legacy

Life Estates.

May 8, 2018

Life Estates. It was, by far, the most popular post that I did in my seven years of “blawging”. That post received literally thousands and thousands...

The Two Things You Need To Understand About Estate Planning. Thing 2.

May 1, 2018

So. Last time I talked about Thing 1 of the Two Things You Need To Understand About Estate Planning. Thing 1 is the first type...

The Two Things You Need To Understand About Estate Planning. Thing 1.

April 22, 2018

I have a spiel. It’s the spiel that I use with almost every client and usually the first thing we talk about. It forms the...

Death Organization.

April 18, 2018

So, I’m a lawyer. This blog is primarily about law. There are tons and tons of blogs about the law. There’s even a name for...

It Is Time.

April 7, 2018

I can’t help but hear this without it being in the voice of James Earl Jones as Simba’s dad. For years, I blogged about estate...

S3 E6: Marlon Brando Estate and Matching Your Plan to Your Intent. February 1, 2021
What happens to promises if they're not in the legal documents or addressed through assets? Well, you might set yourself up for a mess like the Marlon Brando Estate.On the Season 3 finale, I talk through how important it is that your intent, your legal documents and your assets match. This episode is brought to […]
S3 E5: Beneficiary Designations January 24, 2021
What often creates a mess, even when someone had perfectly fine legal documents, is that some of your assets will transfer regardless of what your will or trust says. This episode, I talk about one type of transfer, through a beneficiary designation.This episode is brought to you by Your Organized (after)Life Workshop, on sale through […]
S3 E4: Michael Jackson Estate and Failure to Fund a Trust January 17, 2021
Michael Jackson had a great strategy in place and the legal documents to set it up. But he left a mess because he didn't do financial organization. Financial organization is understanding what you have and coordinating your assets with your plan. Without this step, you can have great documents and still not leave a manageable […]