Often times individuals focus entirely on death when they plan their estate. On May 20th, Mike Branham, CFP®, wrote an excellent article that talks about his personal story of how his wife lost her father. He touches upon many of the more important aspects of end of life planning, for example having a Durable Power [...]
Archive for the ‘Estate Planning’ Category
Exploring the Elder Care Journey as Part of Estate and Financial Planning Process
Posted in Estate Planning, Financial Planning, tagged Durable Power of Attorney, elder care, end of life planning, Estate Planning, estate tax, living will, long-term care, Medical Power of Attorney, Safe Harbor Trust on May 31, 2011 | 3 Comments »
The End of a Life
Posted in Estate Planning, tagged communication, death, Durable Power of Attorney, estate, Estate Planning, Health Care Directive, living will on May 20, 2011 | 4 Comments »
It is incredibly difficult to make those phone calls. The call to someone’s sibling, child, parent, or friend to pass along the sad news that a person they have known and loved for years is gone. Whether the death is sudden in nature or follows a prolonged battle with a devastating disease, nobody is really prepared for [...]
Beneficiaries, Property Titling and Testamentary Intentions – Year-end Review
Posted in Estate Planning, tagged contractual relationship, estate law, legacy, living trust, Payable on Death, Power of Attorney, property rights, retirement account, testamentary transfer, Transfer on Death on November 30, 2010 | 1 Comment »
Now that we are all savoring our Thanksgiving Holiday weekend reflecting on the things that we have to give thanks for, I thought it might be a good time to think about those around us and what our testamentary, or legacy, intentions are. True our estate laws are in flux so fine tuning our estate plans [...]
The Best Holiday Card Ever…An Ethical Will
Posted in Estate Planning, Values, tagged ethical will, Susan Turnbull, will on November 24, 2010 | 5 Comments »
It’s that time of year where we all get a little crazy with endless holiday activities. In thinking of this article I thought you might now have the chance to take a little time and write a personal card to the ones that matter most. My hope is that you can take the time to [...]
Let’s Talk Turkey
Posted in Estate Planning, tagged end-of-life wishes, health power of attorney, legacy, life experience, Thanksgiving on November 23, 2010 | Leave a Comment »
Holidays are a good time for family meetings My father has lived a philosophy of ‘work hard, play hard’ that has resulted in a rich collection of life experiences. He started and ran businesses, traveled the world, flew (and crashed) airplanes, and has had sporting adventures with family and lifelong cronies, both famous and infamous. [...]
Adding Your True Legacy to Your Financial Plan
Posted in Estate Planning, tagged Estate Planning, James Oliver Rigney Jr, The Wheel of Time, Towers of Midnight on November 8, 2010 | 2 Comments »
It’s November 2 as I write this blog. A normal day, albeit Election Day, but to fans of James Oliver Rigney, Jr., today is much more important. Rigney (pen name Robert Jordan) was the author of The Wheel of Time, a series of epic fantasy novels. Although the non-fantasy reader may not have heard of [...]
Is Your Estate Plan Confidential?
Posted in Estate Planning, tagged distributions, estate, estate plan, legatees, will on October 13, 2010 | 4 Comments »
Drafting your will and creating your estate plan is a very individual activity. Often the people and causes that are important to you are the same or similar to your spouse’s people and causes but not always. Sometimes the objects of your affection will be shared within the broader family as well. Once you have [...]
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Bloggers
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Lee Baker, CFP®
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Rick Kahler, CFP®, MS
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Bonnie Hughes, CFP®
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Rick Miller, CFP®
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Tara Scottino, CFP®
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Robert Schmansky, CFP®
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Francis St. Onge, CFP®
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Karin Maloney Stifler, CFP®, AIF®
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Somnath Basu
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Jude Boudreaux, CFP®
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FPA Guest Blogger
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Sam Hull, CFP®, ACC
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Dave Caruso, CFP®
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John Comer, CFP®
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David Bergmann, CFP®
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Joe Pitzl, CFP®
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Chip Workman, CFP®
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Saundra Davis
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Gelasia Steed, CFP®
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Aaron Coates, CFP® CIMA
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Michael Snowdon, CFP®
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Pamela Sandy, CFP®
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Mike Branham, CFP®
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Edward W. Gjertsen II, CFP®
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Constance Stone, CFP®
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Andrew B. Chou, CFP®
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Mary Beth Storjohann, CFP®, CDFA
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Ara Oghoorian, CFA, CFP®
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