Estate Planning Awareness Week October 19 – 25 Don’t Delay Your Planning The need for financial planning is obvious, so why do so few people do it? Here are a few reasons: Unorganized finances Lack of financial knowledge Not enough time Procrastination Lack of goals as a motivating force Five Steps Toward Successful Estate Planning 1. DEFINE YOUR GOALS:…
These days it seems like many people are more concerned about the legal ramifications of their will than to consider the other benefits it provides to a person’s legacy. What other benefits? Well, it’s called a last will and testament for a reason. It serves multiple purposes. The will portion is just that, your dying…
A riddle: Employees desire it; employers require it. Some sell it; others give it away for free – some interact with both, and still get nothing. The young are tired of it; the wise chase after it. When surrounded by those that have it, you kind of know it. What am I? The answer, as…
Many people like to comment in initial consultations at my question about the client’s estimate of the gross value of their estate. I always get something like: You’ve probably seen bigger numbers… I know it’s not much… I could have had more but… It’s still growing… I always have the same response for everyone. It’s not about how much you…
“I’m not going out of my way…” because (fill in the blank). Well, sometimes you should. For instance, when driving. Okay folks, it’s finally here, the “I’m frustrated with drivers” post. It should be titled “Get Out of My Way!” I promise to tie it all back to valuable insights suitable for a law office…
You see them every weekend: YARD SALE. Sometimes they are referred to by their other names too (attic sale, garbage sale, junk sale, lawn sale, moving sale, patio sale, rummage sale, tag sale, thrift sale). You’ve probably never known just what was involved with the exchange of a dollar bill for some treasure, at least legally. You may not have known you…
Have you ever been accused of procrastinating when you were simply delayed by sorting through the voluminous number of tasks for one day? Ever finish the day thinking you ran around in circles and ultimately didn’t accomplish what you wanted to? We’ve all been there at some point. How do you get it all done?…