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

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 to their loved ones (financial and otherwise). However, most professionals lack the skills and tools[...]

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 the Princeton area. Usually, the newspaper includes an editorial, and a few months ago, one[...]

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. I feel passionately enough about what I do for a living to take advantage of[...]

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,[...]