Category Archives: Estate Planning

How do you beat the mid-winter blahs?

As much as I would love to jump on a plane and fly off to the tropics, I need to find ways to beat the blahs much closer to home, in the north, the cold, snowy, blowy north.  It’s still … Continue reading

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An Attitude of Value

I wrote in my last post that we need to change our thinking about estate planning.  Instead of considering estate planning in terms of your own death, fear-filled and full of finality, ask yourself, “How do I want the people … Continue reading

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Estate Planning has More to do with Life than Death

Early in my career, a large part of my work had to do with life insurance.  A lot of the sales people I worked with said that an obstacle they continually dealt with was the idea that life insurance relates … Continue reading

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Just like a car, the best Estate Plans require Maintenance

Look at that! isn’t she beautiful! We all love the glow of the unmarred, slightly sparkly surface, the shiny hubcaps, the black satin new tires.  Some of us enjoy new car smell, being the first owner, pushing, pulling, and turning … Continue reading

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Lessons from a Career in Planning

My work involves helping people understand what they value, create goals related to those assets, and execute plans for the use of those assets. I’ve approached this kind of planning from a variety of angles. All my jobs have related to planning … Continue reading

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