Estate Planning

Thursday, September 22, 2016

Is Your Estate Plan as Stale as Last Week’s Ham Sandwich?

Estate plans are almost magical: they allow you to maintain control of your assets, yet protect you should you become incapacitated. They take care of your family and pets. And, if carefully crafted, they reduce fees, taxes, stress, and time delays. Estate plans can even keep your family and financial affairs private. But one thing estate plans can’t do is update themselves.

Read more . . .

Thursday, July 12, 2012

Estate Planning for Zombies!

Estate Planning for Savvy Zombies.  Has the title caught your attention?  Check out this New York Times article for a fun look at estate planning for the undead. There may be creative tax planning tips buried deep in this article as well.  Forward this to any of your zombie friends. Here is the link.

Tuesday, February 28, 2012

George Clooney Makes Estate Planning Sexy

Estate planning sexy?  Could that ever really happen?  Well, regardless of whether you have seen the movie "The Descendants," you might be interested in a recent Forbes article about the movie and the "estate planning" subplot within the movie.  This article, and the movie, helps illustrate how estate planning may play a very important role in the lives of many people.  Click here to read the Forbes article.

Saturday, February 25, 2012

IU Continuing Studies Class

I just wrapped up teaching a 3-part IU Continuing Studies Class on estate and financial planning.  Tony Stonger, a loca financial advisor, was a co-instructor with me.  We had a group of about 30 students and it was a great opportunity to help educate people about the importance of proper plannig. The attendees were a great group of people and were very engaged in the class. There were many positive comments about the value of this class and it will help them as they begin the serious work of planning their affairs.  It is likely that Tony and I will teach this same class again in the fall of 2012.  If you are interested in attending feel free to contact me or check out the IU continuing studies courses for this fall.

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