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Category Archives: Estate Planning & Administration

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Vending machine filled with candy and chips.

Avoid the LegalZoom Vending Machine

bLAWg, Estate Planning & AdministrationBy adminNovember 10, 2016

LegalZoom : Vending Machine :: Law Firm : Restaurant Sometimes you just want a quick snack or beverage, and some junk food from a vending machine is your only convenient option.  It’s understandable.  This is why there are so many public vending machines.  It does not matter how sophisticated they get, whether they heat food,…

Digital Asset banner.

Digital Asset Succession Planning

bLAWg, Estate Planning & AdministrationBy adminOctober 26, 2016

You may have experienced this.  You are checking-in on Facebook when you spot a brand new post from a person that makes you wonder… didn’t I attend their funeral last year?  You decide to check it out, and yeah, they have passed on, but someone is still using their account.  This is an example of…

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Estate Planning, Marriage, Divorce, & Subsequent Marriages

bLAWg, Christian Estate Planning, Estate Planning & AdministrationBy adminJuly 28, 2016

Marriage is a wonderful thing (at least that’s my experience).  Married couples can compile their wealth, raise children, and estate planning is a great first step to plan for the future, whether it’s a responsible young couple with new children, an elderly couple facing the uncertain future, or anything in between.  When you get married,…

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Harness the Power of Technology

bLAWg, Estate Planning & AdministrationBy adminJuly 18, 2016

Estate Planning chart.

How Should I Spend My Tax Refund?

bLAWg, Estate Planning & AdministrationBy adminMarch 28, 2016

Consider Investing in a Living Trust An estate plan provides you and your family with peace of mind. When you plan on saving your refund in a general savings account these days, there are not a lot of options for earning interest. However, the peace of mind you can get with an estate plan may…

Personal Inventory Tool: Circle of Influence

bLAWg, Christian Estate Planning, Estate Planning & AdministrationBy adminDecember 22, 20152 Comments

This personal inventory tool was developed to help individuals think through how the relationships in their life, and specifically how the circle of influence they have can identify what is most important to them for purposes of developing an estate plan. People in your circle of influence have contributed to the experience that you call…

gun in black and white

Firearms: Inheritance Issues

bLAWg, Estate Planning & Administration, Responsible Firearms OwnershipBy adminDecember 13, 2015

Guns! Guns! Guns!  They are a hot topic for debate.  Do we need them?  Should society tolerate their use?  How do we protect ourselves effectively from the “crazy ones” with guns?  The reality is that the right to bear arms is protected by the United States Constitution, and because of that, firearms make up a portion of inheritable estates…

Estate Planning Awareness Week 2015

bLAWg, Christian Estate Planning, Estate Planning & AdministrationBy Alba MelenaOctober 20, 2015

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:…

Last Will AND Testament

bLAWg, Christian Estate Planning, Estate Planning & AdministrationBy adminMay 11, 2015

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…

Legacy: Parable of the Talents

bLAWg, Christian Estate Planning, Estate Planning & AdministrationBy adminFebruary 23, 2015

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…

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