Estate Planning

What Keeps You Up at Night?

It’s 3:00 am and I can’t stop thinking that I need more permanent life insurance. Specifically, cash value whole life insurance. And now I can’t get back to sleep. No, I didn’t just get a bad medical diagnosis. In fact, I just took more than a minute off my recent best time for a 5…

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Also posted in All Columns, Smart Money Blog |

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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Also posted in All Columns |
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