A few years ago I was visiting a friend in a major city and attended a large formal church. As I followed my friends down the aisle there was an elderly gentleman sitting alone looking forlornly at the floor on the end of the pew. I put my hand on his shoulder, smiled and asked... [Read More]
Category: Insights
Traveling for the Holidays? Does your Estate Plan work across State lines?
Christmas time is the second most traveled holiday in the United States after Thanksgiving. People are traveling to be near loved ones, friends, family or as a time away for vacation from work or school. Your Estate Plan may only be valid in your own State and not be valid when you are crossing into... [Read More]
Year End Clean Ups
As we head to the calendar year end, focus on the financial actions that need to be taken. Do you need to take action for Income Tax purposes? For Medical Insurance purposes? Do you need to get your Estate Plan updated before you get on the road, that airplane, or that ship? At the Law... [Read More]
Estate Planning Teamwork Vital
Results of studies on successful businesses and organizations find that “Teamwork” is the most important factor in determining the success of the business. That is closely followed by “getting people to want to work on a Team with you.” These are the most important traits that businesses look for in their new hires. Teamwork is... [Read More]
Thankful
I read that “Thankfulness is the antidote to worry.” If we “count our blessings”, start off the day listing 5 things we are thankful for, each morning we begin to live in gratitude. “Gratitude” cannot exist at the same time as “Anger”, “Resentment” or “Fear”. You really cannot feel both at the same time. So if... [Read More]
Are You Present?
We know in life that all we have is the present moment. All we have is the possibly of this day. The question is how are we going to act in our relationships, in taking care of our business and in all of our other work in regards to this day? All we have in... [Read More]
Seize Life
19 year old Lauren Hill recently fulfilled her life-long dream to play in a college basketball game. She had a scholarship to play college basketball, but was later diagnosed with an inoperable brain tumor. The brain tumor quickly grew and was leading towards her inevitable end. Mount St. Joseph’s University worked with the opposing basketball... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]
Ethical Will – Leaving a Value Statement
“Ethical Wills” have been around for a long time. They are not legal documents and normally have no legal authority. They are really just a letter you leave behind for your loved ones. Many will use a format describing the Purpose of the letter. It will give some Introduction. It will share some Experiences the... [Read More]
Steve Teaches CE Class – “After Death Administration”
Steve will teach a Continuing Education Class – “After Death Administration” on Wednesday, November 19, 2014 at 8am to 9am at The Biltmore Building to Financial & Insurance Professionals & Accountants. Things you will learn are: What do we do immediately after death? What if there is no Estate Plan? Is it a Will or... [Read More]