When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly from that of our parents, but there are still lessons to be learned from them […]
Author Archives: Martha Hartney
How Can I Talk to My Parents About their Estate Plan?
A Letter to An Ex-Spouse About Estate Planning
Below is a fictional letter I drafted to anyone’s former partner because I know only too well what can happen when estate planning is not done properly. I hope you enjoy this outreach to an ex-spouse or partner and consider taking steps to do everything this letter suggests for yourself. You can even send the […]
The Opportunity of Single Parenthood–Taking Control
The last few days, I’ve gotten four calls from single parents…okay, moms…asking for guidance with a divorce or parenting issue. Not unusual, considering I’m a single parent too. Though I did get married last weekend to a wonderful man, I’ll always be a single parent of these two amazing boys. And their dad will be […]
The Family Business Succession Plan – An Important Piece of the Estate Planning Puzzl
Do you own a family business? If so, you’re in very good company. More than 90% of U.S. businesses are family businesses. Out of the Fortune 500, 150 are family businesses. Now, would you like to hear some really startling statistics? Only 30% of family businesses will survive into the family’s second generation, 12% to […]
