What’s Your Vision?
An often-quoted passage from the Bible is Proverbs 29:18 which says, “Where there is no vision, the people perish.” Certainly,…
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Who are your Beneficiaries?
One of the simplest yet most overlooked parts of financial planning is keeping beneficiary designations current. These instructions—attached to IRAs,…
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Estate Planning 2.0
I recently gave a talk to the local Parkinson’s support group, such wonderful people. During the talk, we reviewed a…
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Tracking Down Missing Life Insurance
Did you know that according to the National Association of Insurance Commissioners (NAIC), millions of dollars in life insurance benefits…
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Estate Planning Around the Holiday Table?!
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea…
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Failing to Plan is Planning to Fail – Benjamin Franklin
If you have some free time, google “celebrity estate planning disasters.” What you will find are lists of wealthy individuals…
