If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Are Safe Deposit Boxes Safe? Nope, They Aren’t!
You may have seen the recent New York Times article about Philip Poniz. He had stored his entire collection of rare watches in a Wells Fargo safe deposit box. They were his retirement plan. When he recently went to retrieve them, the box was empty. It’s a great article! The big ... READ the POST
Day 15
Insurance Welcome to Day 15! You are over the hump and you should be starting to get the hang of this getting your crap together stuff! Today you will compile information about your Insurance. If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 17. In ... READ the POST
4 Docs
The 4 legal documents every adult should have One part of being responsible to your family and friends is having the right legal documents in place to protect them if something happens to you. Most people procrastinate doing this because they think it’ll be expensive or time consuming–and, of ... READ the POST
Estate Planning for Veterans
If you or your spouse served in the United States Military, there are several pension benefits that you may be eligible for. It is important to be aware of what these benefits are so that you can take full advantage of them when they become necessary. The first is called Veterans Pension. This ... READ the POST
Incapacity Planning – What is It, Who Needs It, and Why?
Your Guide to Better Incapacity Protection in Your Estate Plan There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the ... READ the POST
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