“So many people spend their health gaining wealth, and then have to spend their wealth to regain their health.”
~ A.J. Reb Materi, Our Family
Estate Planning
The things we don’t get around to
August 31, 2020 | All Columns, Estate Planning, Insurance Columns
What Keeps You Up at Night?
February 12, 2020 | All Columns, Estate Planning, Smart Money Blog
It’s not a question of “if”
July 23, 2013 | All Columns, Estate Planning
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…
The Probate Fee Boogeyman
July 23, 2013 | All Columns, Estate Planning
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…