Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done?...
Is Your “Who Get’s What” In Writing?
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Estate Planning
The Month to Focus on Your Estate Planning
Common Beliefs Have you ever found yourself or heard someone else saying: "I'm too young to do estate planning.""All my property is titled in joint...
The Financial Side of Caregiving
Rosalynn Carter said it first and I think said it best: "There are only four kinds of people in the world: those who have been caregivers, those who...
Misunderstandings About the Financial Power of Attorney Document
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what...
The Morbid Details: End of Life Preferences
The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you...
Can You Relate to These Common Estate Planning Mistakes?
When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t...
Have You Told Your Assets Where to Go?
Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is...
The Magic (Pass)words: It’s Not About Knowing, It’s About Doing
Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit...