COVID is the Mother of Invention

It’s true, COVID has become the Mother of Invention or, in our case, modification.  Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19.  Now I am meeting with clients in their home... [Read More]

WEATHER THE STORM

UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring.  New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season.  It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]

Three Questions…

There are really three questions to ask yourself as you think about estate planning. Those questions are as follows: Number one, ‘What are the most important things in your life?’ Number two, ‘What are the most important relationships in your life?’ Number three, ‘What legacy will you leave?’ You can leave a lasting, very impactful... [Read More]

What Is the Solution?

What is the solution? In estate planning, it is easy for things to go poorly if the estate planning is not done well. In our unique process, The Customized Protective Estate Planning Solution™, we have a regular process that we go through which gives us a much better chance of doing a good estate plan... [Read More]

Avoid Bushwacks

Avoiding bushwhacks includes avoiding probate court. I know I am repeating myself here, but this is a common area of misconception. The downsides of probate court are numerous. The attorney fees, which they often refer to as ‘administrative expenses’, can be 5-7% of the value of your probate estate. For example, if you have One... [Read More]