We wish you and your loved ones a warm and gracious time with loved ones. For many of us our family consists of friends who can be closer than brothers and sisters. As the year winds down remember to be thankful for even the smallest blessings. We wish you warm feelings of contentment and joy.... [Read More]
Category: Liability
Actor Paul Walker’s Estate
It is anticipated that 40 year old actor Paul Walker’s Estate will go to his daughter, Meadow. The Estate is estimated at $45 million dollars, mostly from the “Fast & Furious Franchise” of which Walker starred in 6 of the 7 movies. He also had other roles. It is unsure if Walker left a Living... [Read More]
Remain Thankful
Thankfulness is the antidote to worry. If we will count our blessings (as small as they are) by counting 5 to 10 things we are thankful for daily, we improve our lives. This is a great prescription for mental and physical health. If we focus on the gifts that we’ve received, instead of the challenges... [Read More]
Gratitude Offsets Anger and Fear
One cannot be in both Gratitude and also in Anger or Fear at the same time. If we are in gratitude we are in polar opposite of, and unable to be in, Anger or Fear. Anger locks us down wherein we are unable to move forward. Fear of the future also keeps us from moving... [Read More]
Toronto Mayor — Wayward Child
The antics of the Toronto Mayor have captured the imagination of an astonished public; including those of us here in the US that can’t wait to see what he’ll do next. To me he is like a Chris Farley character in some kind of a goofy Comedy Movie. His Brother, who looks just like him,... [Read More]
Failures in Obamacare Show Government’s Ineffectiveness
The President’s own political party is turning against him due to the ineffectiveness of Obamacare and it’s eliminating health insurance for those who already have medical coverage. It appears that not only is the Government unable to provide a Website, or other way to obtain health insurance, but it is canceling the health insurance of... [Read More]
Strange Days
Late last week a TSA Agent was shot and killed at LAX Airport in Los Angeles, California. Last night shots were fired in a very large mall in New Jersey. Both armed men had multiple weapons on them and no real known cause for their actions. Anytime we are in public there is always the... [Read More]
What Is Important in Estate Planning?
When polling my clients on their top priorities in their Estate Plans, they’ve told me they are: (1) take care of them while they are alive or while they are mentally disabled; (2) take care of their family or loved ones; and (3) avoid Probate Court costs and Taxes Your priorities may be similar. You... [Read More]
Steve Teaches CE Class – “Financial, Insurance & Accounting Opportunities in Estate Planning”
Steve will teach a Continuing Education Class – “Financial, Insurance & Accounting Opportunities in Estate Planning” on Wednesday, November 6,2013 at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants. The class will focus on opportunities to create business through Estate Planning for these Professional Advisors. The Class is approved for one... [Read More]
The Death of Adrian Peterson’s Son Prioritizes Everything
The murder of the 2 year old son of Adrian Peterson puts things in perspective. The trivial things his family members may have worried about before the tragedy dissolve into meaninglessness. What are the most important things in your life? Who are the most important people in your life? What are you doing to take... [Read More]