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

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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

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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

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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

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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

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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

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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.

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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

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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

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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

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