The Life Planning 101 Podcast
Episodes
Monday Feb 08, 2016
Monday Feb 08, 2016
Over the years we’ve written several articles about estate planning. This week I would like to address a specific aspect: trusts. A trust is simply an agreement under which property and/or assets are held and managed by one party for the benefit of. Once again, begin by narrowing down what you want. Is it…
Monday Nov 16, 2015
Monday Nov 16, 2015
Maybe you have drawn up a will or even went to the extent to attend a seminar about something such as The 6 Things That Could Be Missing In Your Estate Plan and subsequently met with the firm who gave the presentation for a first and last meeting to set your plan in place. You probably even have a beautiful leather bounded binder with all of your estate planning papers secured inside as well as a list of the attorney and/or financial planner’s name address...
Monday Sep 28, 2015
Monday Sep 28, 2015
Have you ever thought about the information stored on your computer or other devices that someone would need to know about if you were suddenly incapacitated or no longer with us? I recently heard about a CPA in Wyoming that didn't. It took his family more than seven months to sort out the mess after his sudden death.And to add even more pain, it happened right in the...