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?
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
Here's something to think about. Few people realize that regardless of assets - we all have an estate. What the digits look like on your bank statement do not matter when it comes to having an estate. If you have no children or a lot of children, you have an estate. Being a Millennial … Continue reading Reality Check, You Have an Estate Like it or Not
Health is a treasure and good health is even more valuable. The idea of planning for the day or possibility of being in poor health is not easy. After watching family members suffer for years with debilitating illnesses, I have a true appreciation for life, and the pricelessness of having good health. My mother was … Continue reading Getting a Medical Advance Directive is not as Painful as You Think