Should I Do My Own Estate Planning?
March 16, 2016DIY or Do My Own Estate Planning-Is it a Good Idea Today there are limitless software programs and books that promote doing your own estate plan. Websites and self-help companies will sell forms claiming to help you create your own estate plan almost for free! Although it may be tempting to do so, you should… Read more »
What Are The Goals Of Estate Planning?
March 14, 2016How to Define the Goals of Your Estate Planning Estate planning goals will, of course, vary from family to family, and depend on the things you find important. Generally speaking, estate planning is designed to allow you to give what you own to whom you want, when you want, and the way you want. In… Read more »
Why Do People Fail To Do Estate Planning?
March 10, 2016Have You Failed to Do Estate Planning? People invariably fail to plan due to misconceptions about the process. As mentioned above, some people view estate planning as “death planning;” an event about which few people want to think. It’s hard for most of us to face our mortality and the brevity of life. Others believe… Read more »
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. As discussed above, plans are used for… 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 »