Estate planners as a whole are trained to and skilled at balancing a plethora of variables in a family’s circumstances deploying legal principals, rules, regulations, and statutes. It’s a very tricky job, I can tell you. For every action, there are are a set of effects to deal with as a consequence of that action. Our […]
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On the Matter of Inheritance
Inheritance is never about the money. Never has been, never will be. It’s about what our children are inheriting in terms of our “stuff” meaning our singular gifts and our emotional/psychological/ spiritual baggage. How well we have harvested that which belongs to us as sentient beings on a bountiful planet in a nondescript arm of […]
Do NOT Take This Estate Planning Advice!
“Please, please, please. I beg you. Don’t take estate planning advice from your banker, financial advisor, insurance broker, mortgage broker, escrow agent, real estate agent, or your friends. I can’t tell you how much terrible, ill-informed advice there is out there that results in harm. Let these other professionals do what they do best and […]
Really Bad Advice 101 “Put Your Kid on Your Bank Accounts”
From the “crappy estate planning advice professionals give their customers” file: I’ve heard a TON of terrible advice that comes from financial professionals about estate planning–but this is probably the most common and the most damaging. And it usually comes from banks and bankers: “You should put one of your kids on your account so they […]
