Consider in the last month how much time you’ve spent on social media, dreaming of your next vacation, or watching television. We all waste time, and I’m as guilty as anyone. However, there are some things we have to make time for – eating, exercising, family, going to the doctor, working, and so ... » Learn More about FAILING TO PLAN IS PLANNING TO FAIL
Estate Planning
THE IMPACT OF TECHNOLOGY ON ESTATE PLANNING
I have to admire our Uncle Jim, who refuses to reply to text messages. At a recent luncheon, we were explaining to him that if he joined the 21st century he could download an app for all types of things. His reply, in all seriousness: “My app? My appetite is just fine.” Even for those who, like ... » Learn More about THE IMPACT OF TECHNOLOGY ON ESTATE PLANNING
“THE TALK”
Many of us remember getting “the talk” from our parents when we were teenagers, an awkward but arguably necessary conversation. As we age, “the talk” can drastically change form. For example, a common discussion many people avoid is talking to their parents, children, or loved ones about ... » Learn More about “THE TALK”
ESTATE ADMINISTRATION – PRACTICAL STEPS TO TAKE WHEN LOSING A LOVED ONE
Losing a loved one can be unbearably difficult. Families are often thrust into making quick decisions regarding cremation, burial, services, and so on. In addition to the emotional side of things, families often become overwhelmed with the thought of handling their loved one’s financial ... » Learn More about ESTATE ADMINISTRATION – PRACTICAL STEPS TO TAKE WHEN LOSING A LOVED ONE
“PLANNING” FOR BEHAVIORAL HEALTH
I recently attended the 53rd annual Heckerling Institute on Estate Planning, a leading educational conference for estate planning professionals in the United States. After twelve years of practicing law, I finally made this resolution a reality. To say the least, the conference did not ... » Learn More about “PLANNING” FOR BEHAVIORAL HEALTH