Category: estate plans

Steady State


Planning is organized predicting. The predicting is just abig arithmetic question with a lot of variables.

Estate Planning


Manage the potential losses. Understand heirlooms and monuments. Communciate.

Which Is Worse – Certainly Bad or Uncertainty?


Discovering the future possibilities makes effective action easier

An Estate Planning Wrinkle Many People Should Review


A growing problem area. Act while you can.

A Way To Solve Estate Liquidity Problems


There is a cost to get liquidity into an estate. Choose wisely.

Estate Liquidity Is Costly. How You Get It Matters.


Life insurance is provably the cheapest way to put cash into an estate.

Who Needs Life Insurance?


No one who will live forever. No one who will have no remaining committments. No one who can ignore the needs of people close to them.

Inexpensive Estate Cash Resolution


Your executors will care about liquidity. You have planning options.

Anticipation


No, not the Carly Simon song from 1971. Instead, the idea expressed by Merriam Webster Definition of anticipation 1 a: a prior action that takes into account or forestalls a later action b: the act of looking forward especially : pleasurable expectation 2: the… Continue Reading “Anticipation”

When Rules Obstruct Common Sense


You can’t see digital assets very easily. If you care about them, plan their disposition.

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