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...
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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...
Ride the Boomer Age Wave – Businesses to Serve Boomers
Are you in the Boomer generation – the Baby Boomer kids born between 1946 and 1964? There’s still a lot of us. Seventy five million according to some (like US News). I am a...
Why NOT Use That Halloween Pumpkin?
Pumpkins raised for carving, I just learned, are not the best ones to use for cooking. Who knew! I’ve been peeling and cooking my Jack O’Lantern pumpkins for years and making delicious pumpkin bread...
Clutter, Clutter Everywhere
The average house size in the 1950’s (according to The Swelling McMansion Backlash on msn.com) was 983 square feet. I lived in one of those with my brother and parents. It had 784 square feet. We...
How to Teach Your Child About Credit
In Prepare Your Child to Leave the Nest , we talked about the need to teach your kids the mechanics and values related to money. As we noted, it is a process, not an event. Over...
Alternatives to a Traditional American Burial
Conrad Richter, in the book, The Trees, describes the burial of Sayward’s pioneer mother. Sayward was just a teen, but she took charge of preparing her mother’s body for burial – instructing her sisters...
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...
Prepare Your Child to Leave the Nest
Most everyone experiences a downgrade in their lifestyle when they leave the nest. As children and teens and even as young adults, we are immersed in the lifestyle of our parents. That becomes our...
