Estate Planning

December 2018 Newsletter

Smart Money December 2018 Newsletter Taking the Mystery out of the Markets Check out this quick two minute video for insight: https://vimeo.com/298282584/966ffafdaa Many of you hold investments with Value Partners Inc. Recently I had the opportunity to speak with Gregg Filmon, CEO of Value Partners. You can check out their approach to investing here: https://vimeo.com/293374395/be2653333e…

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November 2018 Newsletter

Smart Money November 2018 Newsletter Black Friday Sales: Today is Black Friday. I got up at 6:00 am because I wanted to get down to the local sports store and pick up some bargains. I hate getting up early, but I did it to save money. It makes sense to buy stuff you need when…

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It’s not a question of “if”

One of the realities of my profession is that I ask people what they would like to happen when they die.             That’s a question that some people don’t give a lot of thought to. Not me. I think about my own death all the time. I’m not morose about it. I just think it’s…

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The Probate Fee Boogeyman

Recently a good friend confided to me that her Dad had just added her as a signing authority on his bank account.  The reason that he did this was because someone at the bank had told Dad that he would be subject to a bunch of taxes if he were to pass away.             This…

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