Tag: Big Ideas

Squirrels, I Mean People

So, I've hit on the first two important factors that make your estate plan unique to you: your location and your assets. But, one of...

Location Matters.

I’ve talked about how you are a unique snowflake. And the reasons why you are unique can be boiled down to three factors. The first...

Your Lawyer Is Your Coach.

When you think about doing an estate plan, you think about documents. A will. A trust. But, what is effective estate planning all about? It’s...

What Will Be Your Legacy?

I’m writing this on Memorial Day. This is the day you naturally think of death and those that have gone before you. That got me...

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