Be Prepared….

Be Prepared….

Many, many years ago, I was a Boy Scout. Over the years, the Scout’s motto “Be Prepared” has always stuck with me. When I’m working on a client’s estate plan, the motto “Be Prepared” invariably pops into my head. You see, an estate plan is all about being prepared. As...
No Estate Plan?

No Estate Plan?

Take Matters into Your Own Hands…. According to a recent survey, only 42% of U.S. adults have estate-planning documents. I get it. Who wants to think about death? Who wants to make the hard decisions about who gets your stuff? Who wants to spend their...
You’ve Kicked the Bucket, Now What?

You’ve Kicked the Bucket, Now What?

You’ve just passed away. Kicked the bucket. Hit the highway to heaven. But before you made your final exit, you built a beautiful life. You left this earthly world with a lovely spouse and two great kids. You did well in your work, and you accumulated a lifetime of...