What is a Living Will? How is it different than a "regular" will? What is a Health Care Power?
Apr 05, 2014
Listen to the conversation about a Living Will and why it is necessary as part of a comprehensive plan. What is the difference between a Living Will and any other documents. This is a must to listen...
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What is a Guardianship? What are the issues in appointing Guardians for children?
Mar 08, 2014
Any parents with children under 18 must specifically appoint who should raise the children if a tragedy happens and both parents are deceased. What are the issues? Another major reason to do proper ...
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Risks of failing to do proper or updated Estate Planning
Mar 08, 2014
Listen to what some of the unfortunate circumstances are that can happen in failing to plan. Special Needs issues, divorce issues, poor business succession planning, children losing their inheritance...
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What is the cost of failing to maintain an Estate Plan? What is the real cost of not planning?
Mar 08, 2014
Most people do not realize that the largest cost of Estate Planning is not the upfront expense to do documents. The largest cost happens when someone dies as part of the settlement process. If the p...
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Who should do estate planning? Who is a good candidate for going thru the process?
Mar 08, 2014
Who needs to do some planning? Listen to a description of the considerations in deciding whether to do any planning. How do I protect my family or plan for charitable gifting. Its not what you own,...
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Having an epiphany about what is really important to protect my client's families
Mar 08, 2014
Listen to my story about how I became passionate in taking care of people in their estate planning needs. My own family's personal struggle and what it meant to how I do things and why....
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Considering the different possibilities in creating an estate plan that is special
Mar 08, 2014
There are many different alternatives in creating a comprehensive estate plan. What kind of legacy do you want to leave to the world? How do you want to pass your knowledge to your children and gran...
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What is the difference between a Will and a Trust?
Mar 08, 2014
Usually clients will say "What's the difference between the two?" That confusion can lead to people making a bad choice and causing their family a great many problems after they die. Listen to the a...
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Choosing the Right Estate Planning Attorney
Mar 08, 2014
If you are not comfortable working with the attorney you have started with, your plan will not work. You must be sure you have the right person. Listen to why....
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Giving to Charity as part of your Estate Plan
Mar 08, 2014
There are many different ways to give to charity, to make a difference in the world. Some can be done while alive and others can be done after someone passes away. It can be done in both ways where ...
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