007: Eight Common Estate Planning Mistakes

Podcast: Play in new window | DownloadTweet Do you have a will, trust, or power of attorney? Together we call those documents part of your ‘estate plan’. In today’s show I discuss some estate planning mistakes. Not to scare you, but to get you to think about getting your plan in order. If you are in good shape that’s great. But if you aren’t or are not sure, this...
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005: What To Do First As Executor of the Will or Trustee of the Trust

Podcast: Play in new window | DownloadTweet In Episode 5 we talk about what to do in the event of the death of a family member or friend, when you are the executor of the will heading to probate court, the trustee of the trust, or the just the one who feels responsible to handle the affairs of the deceased. We cover the practical side of probate administration and trust administration, what to do...
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It depends: a discussion on legal fees

Tweet Lawyers are expensive. So it makes sense that in every client meeting or call, the lawyer hears the client’s problem, and near the end of that meeting there is one more question – how much? 401(K) 2012 via Compfight That makes sense. When I go to a car repair shop I am not put at ease with an hourly rate. But it’s not the rate that bothers me. I don’t really care...
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002: Where There’s a Will…There’s A Plan.

Podcast: Play in new window | DownloadTweet   In today’s show, we talk about Wills. And that like it or not, you and I will not live forever. So we need a plan.   In Episode 2 we discuss: Percentage of Americans Who Do Not Have Wills? It will surprise you.  If you have kids, it should motivate you.   Why A Will Is Important We cover that with a Will you can: 1.  Pass your...
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You Need A Will – But Will It Be Ignored?

Tweet Do you have any stuff?  Do you have family and friends that you want to get that stuff?  Want to make sure everyone knows who you want to get your stuff?  Then you probably need a will. A will is a written instrument that allows a person to direct how his or her assets will pass at death.  The individual (called the “testator”) must follow certain rules and requirements in...
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