Category: Myths & Misconceptions

Make It Last – Ep 135 – Bermuda, Bahama! Planning For Retirement Like We Do A Vacation

Listen Here! Also available on Spotify, Apple Podcasts, & Google Podcasts Mark & Victor start off the show talking a bit about Victor's two companies: Medina Law Group & Palante Wealth Advisors. Find out what experience you would get if you called them at 856-506-8300. It is vacation season and so much goes into planning our trips. In[...]

Make It Last – Ep 124 – Making Things Easier For Your Family & Retirement Tools Are Not Enough To Help You

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[...]

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[...]

Estate Planning Myths & Misconceptions – Myth #3 – An Estate Plan Is Not A Will

Most people think of "doing estate planning" as the act of creating and signing a will. While in some cases, a will is the best instrument, you can't get to that answer without engaging in a comprehensive process where the lawyer gets to learn about you and your family, your goals and desires, your values[...]

Estate Planning Myths & Misconceptions – Myth #2 – All Estate Plans Are The Same

In my first post, I talked a little about those attorneys who offer to do it all for you (real estate, commercial litigation, business representation), including your estate planning. Just as not all estate planning attorneys are the same, Myth #2 is that not all estate plans are the same. Despite what Suze Orman will[...]

Estate Planning Myths & Misconceptions – Myth #1 – All Estate Planning Lawyers Are The Same

The websites of general practice lawyers, as well as those of large, mega law firms, almost always include "Wills & Trusts" or "Wills & Estates" as practice areas. If you went by the sheer number of lawyers with this listing, you would probably conclude two things: First, almost everyone in a community has, or is[...]