Category: estate plans

Special Needs and Disability Estate Planning


An example of something that will nag at you if you don’t address it.

Estate Planning Only Seems Postponable


Estate planning is like tidying up when the job is done

Every Tactic Has A Downside


Easily avoided problems should be avoided. How hard is that?

The Law of Conservation of Problems


How much is too much money?

Perform A Pre-Mortem


Anticipation and choices control the future

Inexpensive Estate Liquidity


Life insurance is the cheapest way to put cash into your estate

Estate Plans Should Be Dynamic


Your estate will evolve from your life. Estate planning is more appropriately life planning and transition.

Objective Experience Has Value


How reliable is memory?

Life Insurance – What’s It For?


There are many ways to be insurance poor.

An Estate Planning Puzzle


Estate transition plans and estate distribution plans are not the same thing

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