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Channel: Estate Planning – YOU And YOUR MONEY®
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Do You Want These Estate Planning Benefits?

Estate planning may not save lives, but it provides important benefits. Your estate plan makes a difference to the people you care about. You can also benefit your favourite charitable causes. Today,...

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Have You Had Enough?

When it comes to money, you know there are Haves and Have-nots. Here’s something that may surprise you: when it comes to estate planning, it does not matter how much stuff you have. I have learned you...

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Do You Want These Advantages from Estate Planning?

What motivates you to get going? Sometimes the weather gets us down and sometimes it’s our attitude. Sometimes you need a little help to get started. My approach looks at advantages. I motivate people...

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Do Zombies Need Estate Planning?

You might be a zombie…if you mindlessly expect: the government to provide for your family when you die your family will respect and understand your final wishes you don’t know why you need a will and...

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Are You and Your Business Prepared?

“Did Matthew have a plan to deal with his business?” Sheila’s life partner, Matthew, died a week ago. He ran a successful bookkeeping business. Sheila was in my law office to get advice. Here is what...

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Do You Need a Digital Estate Plan?

Will your estate executor have access to your digital estate? Do you know what is involved in a digital estate plan? It’s more than signing your paper will. Is it enough to leave your email password on...

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What Must Be True For A Plan To Work?

In developing a plan to attach financial parameters to your life plan, at some point you must begin a success algorithm.   A process that studies your wishes and resources and then asks a simple...

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Joint Bank Accounts Cause Costly Complications

Lots of people have joint bank accounts. You may not understand the dangers these accounts may bring. You may believe joint bank accounts are trouble-free. They can, after all, avoid probate and...

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Take Jerry Seinfeld’s Estate Planning Advice

I did not interview Jerry Seinfeld for this article. But I can share with you what he taught me. I was watching Jerry, the all-star comedian, on television.  The program host on an entertainment show...

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Brave Old World: Market Cycle Investment Management

The Market Cycle Investment Management (MCIM) methodology is the sum of all the strategies, procedures, controls, and guidelines explained and illustrated in the “The Brainwashing of the American...

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Practical Reasons People Do Not Make Their Own Wills

Danny had questions about wills when he called my law office. My practical answer may help you decide how to make your own will. Danny: I have to make a will and don’t know how. All my friends of my...

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Choose the Right Executors to Protect Your Money

Here’s why people never make wills and how you fix it. Many people do not know who to name as their executor. They cannot envision who would handle their affairs. I ask clients in my law office why...

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