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Estate Planning Weekly

Apr 10, 2020

Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered. 

It just goes to show that the unexpected can and does happen.

Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but...


Mar 26, 2020

1. Not doing any estate planning.

2. Only planning for end of life.

3. Leaving decisions for splitting assets to someone else.

https://www.myestateplanmeeting.com


Mar 16, 2020

With the run on TP, I got to thinking about how unprepared most people were for a lockdown.

Having the essentials on hand is very important...from TP to your Estate Plan.

https://www.myestateplanmeeting.com


Dec 6, 2019

Longtime couples that aren't married need to take into account different estate planning strategies than married couples.

https://www.myestateplanmeeting.com


Dec 6, 2019

Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.

This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.

https://www.myestateplanmeeting.com