The Estate Blog

Breakthrough Wills and Estate Planning Answers

#6 Who Can Help You? Never Try This Alone Read my previous post in this series, #5 Your Goals for Specific Properties. Should you start the process of estate planning with a financial advisor, accountant or lawyer? People always ask me this question, and here’s what I…
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Breakthrough Wills and Estate Planning Answers

#5 Your Goals for Specific Properties Read the previous post in my Breakthrough Wills and Estate Planning Series, #4 Why Legal and Moral Obligations Matter. You may wish to deal with specific assets, such as key properties like a business, heirlooms or a beneficiary’s request, in your…
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Breakthrough Wills and Estate Planning Answers

#4 Why Legal and Moral Obligations Matter Read my first previous post in my Breakthrough Wills and Estate Planning series, #3 Your Three Wishes – Getting What You Want. Can you do whatever you wish with your money? Short answer? No. Laws prevent you from doing something…
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Breakthrough Wills and Estate Planning Answers

#3 Your Three Wishes – Getting What You Want Read my first previous post in my Breakthrough Wills and Estate Planning series, #2 Here’s Where You Start – Take Your First Step. You need a road map to reach your estate planning goals and to make your…
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Breakthrough Wills and Estate Planning Answers

#2 Here’s Where You Start – Take Your First Step Read my first post in this series, Breakthrough Wills and Estate Planning Series #1 Introduction. What Is an “Estate Sale”? What do you think of when you see these words? Probably the possibility of getting a bargain…
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Breakthrough Wills and Estate Planning Answers

#1 Introduction Dear Reader, What if something unexpected happened to you? I mean something serious enough to take you to the hospital or nursing home? Do you know who would take care of your children, your house and your money? Would you be prepared and have your…
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