Tag Archives: estate plan

  • Planning for the Inevitable

    This month I’d like to hit on a topic that most of us avoid because it can be hard to talk about. That topic is death, and more specifically, planning our own funeral, memorial service, and burial or cremation. On a personal note, I’ve been through this process in just the last two months with […]

  • ESTATE PLANNING—Part 2: Taxes

    Last month’s blog piece, was the first installment in a three-part series on estate planning. Estate planning is the “most overlooked, misunderstood and procrastinated piece” of the financial plan for most families, when it really shouldn’t be. Putting together a good estate plan is relatively straight-forward, especially with the help of an experienced attorney, and […]

  • ESTATE PLANNING—Part 1

    After almost twenty years in the financial services industry, I can tell you firsthand as an attorney that estate planning is the most overlooked, misunderstood and procrastinated piece of the financial plan for most families. I can also tell you from experience why that’s usually the case: most people think putting together an estate plan […]

  • Who is the beneficiary of your 401k or IRA?

    This oversight could cost your loved ones dearly. Something seemingly so easy as to declare the beneficiary of your 401k has caused heartache for many unsuspecting heirs, who are unintentionally left with nothing. Take the case of Ben Langford, who worked at a privately owned company for 25 years.  He named his wife of 38 […]