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The First Step is the Hardest Part

Last Monday, I took the whole day off work. I turned off my computer after making just a couple of phone calls that couldn’t wait, and…

Where Are Your Important Documents?

I got a call yesterday from a woman, who I’ll call Sue, whose mother suffered a stroke. Sue’s mom was only 67 years old. The stroke…

Hoping For the Best Shouldn’t Keep Us From Preparing for the Worst

We Americans are an optimistic bunch. Despite our economic downturn, the majority of us are optimistic about our futures and being in control of our lives.

Who Is The Beneficiary Of Your Insurance Policy?

I got a heartbreaking call from young woman recently that highlights the importance of updating ones’ insurance beneficiary designations after major life events. She and…

How Will You Be Remembered: Lessons From “The Descendants”

Spoiler Alert! I think much of the storylines I discuss below can be gleaned from several of the movie’s previews which you can see…

True Love Plans: Valentine Recommendations For My Clients

The part of my job that I enjoy most is the conferences I have with my clients. I love hearing about their loved ones, and their…

Estate Planning Tips That Prevent Family Feuds

When I was a girl, my mother enjoyed needlework. She would painstakingly sew for hours, crafting beautiful pieces like the one in the image above. My…

Strategies For Lawsuit-Proofing Your Estate

Forbes Associate Editor, Ashlea Ebeling, wrote a great article last week about estate planning strategies that can discourage a protracted legal battle after your death.