What does bling have to do with estate planning? I have worked with folks from all walks of life. Counseling them about wills, trusts and estates. Many folks who come in for advice are hard working blue collar laborers, others are very well off, and some are considered wealthy. If you are part of the … Continue reading Bling Generation
Hi There, The Ladies Estate Planning Tea is ready to take on some new and fun activities for you to get involved in. The mission of the Ladies Estate Planning Tea is to transform how we think of estate planning. Let’s get this topic in our conversations and start working on: making a difference in the … Continue reading Have You Signed Up for the Ladies Estate Planning Tea Newsletter? What are You Waiting On?
One of the frequent questions I get is - “when is the best time to get an estate plan?” How do I answer this question - that depends. Most often the answer I give is what you’ll read below: When all is well with you - that’s the best (ideal) time to get your estate … Continue reading When’s the Best Time to Get an Estate Plan?
On a recent bright and sunny morning, I had two conversations before 10 AM with individuals seeking information about estate planning. That's not unusual. However, the conversations were with family members seeking to learn about what can be done for a loved one who has some memory loss. The conversations went something like this: I … Continue reading My Mother Said, Once You Know Better, Do Better – Here’s How I Use Her Advice
This article has been edited and was originally posted on http://www.abettslaw.com on June 14, 2014, “How is Your Estate Plan Looking for Father’s Day?” (Part 1 of 3 - Series for Men). Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that … Continue reading We Celebrate You on Father’s Day and the Other 364 Days of the Year
This post was edited on 9/10/17. After watching the nation deal with the challenges of Hurricanes Harvey and Irma, I was moved to share information on giving and what it means to different folks. Why we give is personal: victim of a natural disaster, affected by an illness, family member suffers with an ailment, generous … Continue reading Giving Comes in Many Shapes and Sizes: What Fits Your Style?
This is Part 2 of a 3 part series that focuses on Women and Estate Planning as we celebrate Mother’s Day 2014. Part 2 sheds some light on Incentive Trusts that address concerns about children and grandchildren. Let's start by first asking the question, what is a trust? Trusts come in many forms and have many goals, … Continue reading What Does Estate Planning Mean for Women? Part 2