Tag Archives for " Risk "
“Guardianships” Can Be Tragic If Established “After The Fact”
One of the most gut wrenching parts of being an estate planning attorney is when someone doesn’t have a plan in place for “guardianship” of their children. It is the one area that is heartbreaking when I see it happen. When it isn’t dealt with before the fact, the “after the fact” situation can be […]
Continue readingHow does “effective” Estate Planning really work?
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 […]
Continue readingIt’s “WHY” and “HOW”…Not the “WHO” and “WHAT” that Matters
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 […]
Continue readingFirst String or Second String…They should all be good
Being a member of the Wealth Counsel organization gives me access to the first string across the country, and recently one of these colleagues addressed what is a concern for many of my clients. So I’m passing along his thoughts. I think you will find them, as I did, to be very relevant and helpful. […]
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