Category Archives: Priceless Conversations
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
Story-Based Planning vs. “Numbers”-Based Planning
One of the things that guides my practice is the gap between what clients want and what most advisors and planners can deliver. In my experience, clients want a caring advisor who can help them build and leave a legacy … Continue reading
Posted in Family, Priceless Conversations
Leave a comment
Probate and Living Trusts in NJ & Transferring Non-Financial Assets
Folks in the Princeton area are probably familiar with the US 1 newspaper that is handed out free to area businesses. It’s a good paper that offers a lot of insightful articles on business-related issues and items of interest in … Continue reading
Michael Jackson & Estate Planning — The Time is Now.
It’s been less than 24 hours since Michael Jackson’s death, and already there have been articles posted on the Internet about the singer’s estate plan. MSNBC posted this article, concluding that the singer’s estate would not be settled without controversy. … 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
Posted in Membership Program, Priceless Conversations
1 Comment
