Tag: estate planning

Is Every Day A Financial Planning Day?


Most days are boring from a financial planning point of view.

Think About Estate Planning In A Productive Way


No estate plan can be successful done in anticipation of death

Is Joint Tenancy A Worthy Tool To Avoid Probate?


Saving a little often costs a lot. Sometimes more than money.

Fungible Is Not A Kind of Mushroom


Estate planning is about more than adding up values and dividing.

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.

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