Tag archive: death

Charitable, Religious and Legacy Bequests

As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships. “The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” – Frederick R….

What You Don’t Know Can Hurt You

So I’m an estate planner …well … what’s that mean? That’s a question I get all the time, whether by a prospective client or a neighbor or somebody sitting next to me at the bar.  My answer: I make things easier for families during the worst possible situations.  Whether that is a result of a…

Qualified Spousal Trusts – Transfer Your Family Home Today

When we meet with families, we not only try to recommend a customized estate plan that incorporates all of their desires, but we then proceed to hound them to get all of their “homework” done once their plan is in place. After all, signing the documents is only the first step. An “unfunded” estate plan…

Trouble in Transition

“Life is pleasant. Death is peaceful. It’s the transition that is troublesome” By Isaac Asimov, American science fiction novelist and scholar Though it may not be exactly what Isaac Asimov meant, I couldn’t help but think about his quote this past week as my family faced the unexpected and WAY too soon passing of one…

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 2

Hello, and welcome back to Part 2 of our “keeping real estate out of probate” series.  Did everyone have a nice Valentine’s Day?  We actually celebrated this Valentine’s Day as a big group with family, and I was utterly amazed at how excited the kids were about Valentine’s Day.  I swear my niece and nephew…

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 1

“There is only one god and his name is Death.  And there is only one thing we say to Death: “Not today.”  – George R.R. Martin, A Game of Thrones  Wouldn’t it be nice if we got the chance to actually say “not today” so we could spend that day getting all of our ducks…

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