Category Archives: Membership Program
Estate Planning is a Matter of Timing — And Counseling
In March, Dan Duncan became the first billionaire to die in this year of an federal estate tax repeal — that is to say, no federal estate tax at all. Assuming no retroactive changes, Duncan may be the first billionaire … Continue reading
The Power of Story-Based Planning Part 2
Continuing with the great stuff from Scott Farnsworth and Sunbridge Legacy Builder Institute. Here is the second installment in Scott’s series about the power of story-based planning. Again, I don’t usually repost other people’s information, but I’ve got a different … Continue reading
Wall Street Journal Agrees With Me — Passing On Online Information Should Be Part of Your Estate Plan
Recently, I posted about the need to pass on your “on line” information as part of a comprehensive estate plan. My article examined the various companies that offered to guard that information for you. It seems like the Wall Street … Continue reading
How To Pass On Your Online Information After Death
There was a recent article on CNN.com about services that promise to pass on your “online” life after death. The link to the story is here. Before I get to my take on the whole thing, I just want to … Continue reading
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Finding a Lawyer For Life
If you take a snapshot of a person’s life, they’ll probably need a lawyer at least 4 or 5 times in their adult life. First, maybe they’ll need a lawyer to draft or review a prenuptial agreement before marriage. Next, … Continue reading
