Do I Need A Plan If I Have Titled My Assets Correctly?
March 08, 2016Do I Need A Plan? That is My Main Concern If all my property is in joint name with my spouse, is that sufficient? Do I need a plan if my assets are all correctly titled? First, the question seems to assume that planning is only about assets. Plans are used for many other purposes… Read more »
Who Needs Estate Planning?
March 04, 2016Beyond the Terms – Who Needs Estate Planning? There are a lot of misconceptions about estate planning. And part of the blame lies with professional advisors who speak a unique planning dialect. We talk about wills, so you may associate estate planning with death planning and distributing assets after you’re gone. And since death usually… Read more »
Why Should I Care About Planning?
March 02, 2016Many people consider estate planning to be an act of stewardship. They spend their life maximizing the use of their time, talents, treasure, and trust, not giving a care about planning. They want to ensure that the benefits of this stewardship will continue even after the ability to control has ended. The control and benefit… Read more »