This week, Victor & Mark begin the show talking about how important estate planning is, if you want to make things easier for your loved ones who you leave behind. Then, there are a lot of retirement tools out there like 401ks and Roth IRAs - are they enough for your future? Finally, the pair[...]
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 audience than Scott does for his blog, and I want this information out in the[...]
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 to their loved ones (financial and otherwise). However, most professionals lack the skills and tools[...]
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 the Princeton area. Usually, the newspaper includes an editorial, and a few months ago, one[...]
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. I feel passionately enough about what I do for a living to take advantage of[...]
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 comment how amusing I find the names of the companies. LegacyLocker, AssetLock (formerly YouDeparted.com), DeathSwitch,[...]