Tag: Big Ideas


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...

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...

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...

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