Category: keeping it

When I’m 64

My 64th birthday was earlier this week. You may remember that the Beatles released a song about this way back in 1967 as part of their album Sgt. Pepper’s Lonely Hearts Club Band. Not...

Leaving a Wealth Legacy

We here at Family Money Values want to help your family maintain their wealth and well being for generations to come. In order to do that, a family needs to have their own identity...

10 Benefits of Writing Your Autobiography

Exercise your right to tell your own story in your own words – write an autobiography! Your life is important. You have taken on challenges and won the day. You moved the human condition...

Executor Testing of an Estate Plan

So, you are the executor, or maybe the successor trustee for a family member’s estate. Waiting until your family member dies is probably not the best way to get introduced to what is in...

Have You Ever Tested Your Estate Plan?

You are a smart person who has been around financially. Your success led you to realize that you would have financial assets left at death and you have created your estate plan. You probably...

Test Your Own Estate Plan

If you have set up your estate plan with the various typical recommended documents, you are two steps ahead of the game. However, as evidenced by numerous estate transfers gone bad, your plan may...

Be Careful with Debts of the Deceased

Anyone charged with handling someone’s estate, whether they be trustee, executor or personal representative – or even just an estate administrator, takes on a degree of risk. Having legal counsel help you through the...