Start By Creating an Inventory of What You Own You can do this by drawing a circle on a piece of paper. Everything you own fits into this circle. I call this your estate pie. The three slices in your … Continue reading
By meeting privately, Alex’s lawyer can also investigate if there has been any financial, emotional or physical abuse of the father. Alex may be reluctant to discuss such matters with a relative in the room. For the elderly, a visit … Continue reading
Hot summer days bring back memories of the sun and the family swimming at the beach. And when your family packs up for a summer trip, their safety is always your concern. You can protect your family with this quick … Continue reading
Get tips for your own estate planning to-do list this Sunday, June 5, 2011, 9 a.m. – 10 a.m. EST. Tune in to Zoomer Radio AM 740. Join me on Right on the Money with host, Wayne Baxter, CFP, of … Continue reading
I just finished drafting a new report called, Protect Your Family Today – Your Easy Estate Planning Recipe. It is an easy estate planning guide. In it, I explain how and why you are responsible for protecting your family. I’ve … Continue reading
Listen in this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, May 8, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. I will … Continue reading
I have posted an EstateSmart Quiz at EstateTherapy.com. It’s a two-part quiz. Take a moment to test yourself with 10 easy questions. Test yourself now. Click here for Part 2.
Learn how it works this-coming Sunday. Tune in to Zoomer Radio AM740 on Sunday, April 10, 2011, 9 a.m. – 10 a.m. EST and join me, on Right on the Money with host, Wayne Baxter, CFP, of Investment Planning Counsel. … Continue reading
I call it Executor’s Disease™. It infects your money. I see the infection every day in my law office. It affects people in all income brackets. Your money may already be contaminated. I will tell you what this disease does. … Continue reading
Let me describe what the Kerr v Baranow case means for common-law spouses. Common-law spouses do not get property rights unless they make a claim, or are provided for adequately in an estate plan. Common-law spouses must sue their partners’ … Continue reading