Tag archive: planning

Estate Planning for the Brady Bunch

As if estate planning didn’t already seem complicated enough, blended families now make up a growing portion of our demographic and pose many additional considerations when trying to plan for the transition of their estate. When I started my practice as a wealth planning attorney, I would say about two out of ten families that…

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…

Caretakers and Decision Makers: Planning for your Children

Children bring a lot of joy to a parent’s life, but also come with a great amount of responsibility and stress. Prior to children, my hardest decision was whether or not to cook dinner or eat out with friends. That decision is a cake walk compared to the decisions I now make as a parent:…

Planning Prevents Burdening

Hello and welcome back to the Sandberg Phoenix Wealth Planning Blog. March is here, and even with Winter Storm Titan presently passing overhead, March still makes me think of spring and gets me in the mood for spring cleaning. As I was packing up clothes our little one has grown out of and separating stuff…

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…

Ringing in the New Year with Wealth Planning

Happy New Year everyone and welcome to our FIRST Wealth Planning Blog post!  How did you ring in the new year?  Did you set any goals for yourself for 2014?  We had our first meeting of 2014 last week to discuss the WP team goals for this year, and at the top of our list…

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