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This publication does not constitute legal, accounting or other professional advice. Although it is intended to be accurate, neither the publisher nor any other party assumes liability for loss or damage due to reliance on this material.


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Don't miss these fundamental articles...

  • January 2009

  • February 2009

  • March 2009

  • April 2009

  • May 2009

  • June 2009

  • July 2009

  • August 2009

    • Unique Estate and Financial Challenges for Women
      Women face unique Life and Estate Planning Issues, and yet too often their own needs are overlooked. They are too busy taking care of everyone else -- their families, their careers, parents, social causes.

    • Daughter Syndrome
      On page three we examine the Daughter Syndrome. After a woman rears her children and cares for her parents, in-laws and husband … who is there for her? These days it is prudent to have a plan to care for the caregiver, given our mobile society.

  • September 2009

    • Estate Planning Challenges for Blended Families
      Is your family a blended family? If so, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance.

    • Estate Equalization
      Equalizing an estate among members of blended families is particularly challenging. Among the issues to be considered when doing estate equalization planning are how to avoid disinheriting your new spouse while still providing for any children from a prior marriage. Insurance premiums and legal fees are cheap compared to the costs of disinheritance.

  • October 2009

    • Admirable Estate Administration
      Have you appointed trusted family members, friends or professionals to serve as the fiduciaries of your estate plan upon your death? If so, our lead article is a must-read as we review some of the responsibilities (and liabilities) they will face.

    • Treasure Hunt: Asset Inventory
      Every youngster, at one time or another, dreams of going on a treasure hunt. However, the fiduciaries of your estate will not find inventorying your assets to be nearly as exciting. In this article we provide tips for making the job easier (and less expensive) for your trusted fiduciaries.

  • November 2009

    • Seasonal Solutions: The Stages of Life & Estate Planning
      To everything there is a season. So it is with your Life & Estate Plan. This article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.

    • The Three P's of Proper Estate Planning
      Here we review the process of organizing your legal affairs as they pertains to your estate planning documents. As you will see, it is simply a matter of identifying your Three P’s and properly implementing your estate plans.

  • December 2009

    • Procrastination & Estate Planning
      Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? This article takes aim at the chief culprit: procrastination.

    • Finding Fiduciaries
      In this article we consider the critical process of selecting and appointing appropriate fiduciaries to handle your financial affairs when you cannot. In fact, this is one of the first (and most important) planning decisions you must make.

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