Stories and insights about how you can have greater peace of mind and No More Tears

How does “effective” Estate Planning really work?

September 13, 2018
/ Blended Families Business Owners Established Families Farm Families International Individuals and Families Married Couples No.More.Tears. Seniors and Retirement Singles Special People Young Affluent Young Families
/ By Tom Lofton

There seems to be a lot of confusion about not just how Estate Planning works but why it works so well…when created the right way. Let me try to clear up some of the confusion for you with a live story about a couple that might have some similar issues to your own situation. It […]

It’s “WHY” and “HOW”…Not the “WHO” and “WHAT” that Matters

September 11, 2018
/ Blended Families Business Owners Established Families Farm Families International Individuals and Families Married Couples Parents Seniors and Retirement Singles Special People Young Affluent Young Families
/ By Tom Lofton

Someone asked me the other day when I was giving a speech to tell them exactly what “Estate Planning” really means. Seems like an easy answer for me, but not so much for everyone else. So I turned the question back on the audience and asked them what Estate Planning meant to them. Surprisingly, or […]

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How does “effective” Estate Planning really work?

It’s “WHY” and “HOW”…Not the “WHO” and “WHAT” that Matters