Don’t Leave a Mess!
I was purging files in my office the other day and I kept thinking how much more there was to do. But, I did say to myself “don’t leave a mess!”…
Mistakes Parents Make When Naming Guardians – Mistake #6
Mistake #6 — Only named guardians for the long-term and did not make any arrangements for the short term if you were in an accident. What would happen in those…
Mistakes Parents Make When Naming Guardians – MISTAKE #5
MISTAKE #5 — Not excluding anyone who might challenge your guardian decisions or who you know you’d never want to care for your kids. There may be someone in your…
Mistakes Parents Make When Naming Guardians – MISTAKE #4
MISTAKE #4 — Not considering how you want your money distributed to your kids. If you’ve made this mistake, the money you are leaving to your kids may be at…
Mistakes Parents Make When Naming Guardians – MISTAKE #3
MISTAKE #3 — Have considered financial resources when deciding who should raise your children. Your guardians do not have to (and often should not) be financial decision makers for your…
Mistakes Parents Make When Naming Guardians – MISTAKE #2
MISTAKE #2 — Only named one possible guardian. What if something happens to your first choice? If a new client has done any previous planning, often only one legal guardian…
Mistakes Parents Make When Naming Guardians – MISTAKE #1
MISTAKE #1 –Named a couple to act as guardians when you don’t really want both people in the couple and you haven’t said what should happen if the couple broke…
I will be at the Highland Park Street Fair!
I will be at the Highland Park Street Fair! Come out and ask any questions you have. I look forward to seeing you there! Here’s a picture of the last…
Reasons to Establish a Trust (and Being Rich Isn’t one of Them)
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate…
Surprising Statistics on Incapacity – the need to plan
Brrr! It’s cold out there. All the more reason to stay inside and take care of indoor projects. This week I enjoyed the warmth of my office while I listened to a…