Let me just say this… No. Do not add your kids to your deed. …Unless…(I am a lawyer after all) There are few questions in law with a pretty definitive answer. But this is one. Let’s start with the hard and fast rule of “Don’t add your kids to your deed.” Here’s why. Adding […]
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 […]
“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 […]
When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]
If you’re like most parents I know, the “To-Do” list below is going to be a little tough to tackle in the midst of Back To School craziness but I hope you’ll take a look and consider checking a few things off when you have time. You’ll gain peace of mind while you confirm that your financial house is in order.