Category Archives: Estate Planning

Do You Have An Advance Directive?

We hope our loved ones are never faced with having to make end-of-life decisions on our behalf, but if we provide them with an advance care directive, at least they will know what our wishes are, and that should offer at least some peace of mind. Continue reading

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Charitable Intentions With Potentially Uncharitable Results

If you have any loved ones who are receiving SSI or Medicaid (including an elderly relative in a nursing home) be cautious when giving them monetary gifts outright. Continue reading

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Your Last Wish

I know it is not a pleasant topic to think about, but sharing your intent with your loved ones can relieve the burden on them when your time comes. Continue reading

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A Simple Estate Planning Checklist For a Challenging Topic

Just a few simple steps can help you maintain control and protect the people (and organizations) that matter most to you. Continue reading

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Five Step Check List for Your Estate Plan

Tweet What did Heath Ledger and former Supreme Court Justice Warren Burger have in common?  Their career choices couldn’t have been more different but in their estate planning, they made similar mistakes — ones that could have been easily avoided.  … Continue reading

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What We Can Learn From “The Will: Family Secrets Revealed”

Tweet Sometimes my job is really fun!!!  Today is one of those days.  I had the opportunity to check out a TV show before it airs.  That made me feel a little bit like a celebrity.  Here’s the story.  There’s … Continue reading

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Three Common Estate Planning Mistakes That You Can Easily Avoid

Tweet When I made a mistake once on my taxes, I got a notice from the IRS in the mail asking me to pay what I actually owed and a little extra for interest and penalties.  This was certainly not … Continue reading

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Why Naming a Successor Trustee Is So Important

Tweet Last week I shared with you the story of Joe who, as a named healthcare power of attorney for his aunt and uncle, found himself in the difficult position of having to make healthcare decisions for both of them … Continue reading

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Choosing the Right Healthcare Power of Attorney

Tweet Choosing a person to make healthcare decisions for you when you are physically and/or mentally unable to make them for yourself is difficult, but it’s a choice that should be made with great care and diligence.  This person may … Continue reading

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Posted in Estate Planning, Rebel | Tagged , , , , , | 1 Comment

One of the Biggest Challenges Facing Financial Planners

Tweet One of the biggest challenges I face in my line of work is deciding when to explain things in more detailed technical terms and when to explain them in more understandable  “practical” terms.  For example, when discussing the income … Continue reading

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