Category: Membership Program

Daddy, Can I Have An Apartment In The City?

One of the joys of having some success in life is your ability to do things for people you love — probably your children, first of all. For some New Jersey parents, that might include the ability to buy an apartment in the City (New York City) for their kids. What, you may be wondering,[...]

Why Estate Plans Fail

A common misperception about estate planning is that it is a "set it and forget it" activity. Often listed as a to-do on a long checklist of prudent adult responsibilities, creating a Will or naming guardians is a task that tends to be postponed year-to-year until something happens that causes you to visit an estate[...]

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 to pass his wealth onto his children and grand-children free of estate tax. This article[...]

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 audience than Scott does for his blog, and I want this information out in the[...]

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 Journal reads my blog because they just published an article of their own on Sunday[...]

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 comment how amusing I find the names of the companies. LegacyLocker, AssetLock (formerly YouDeparted.com), DeathSwitch,[...]