Tag: Estate Planning

Making Estate Planning Simple

My approach to estate planning is different. My purpose is to help you understand the essentials. You can take simple steps to protect your family and money. My aim is to help you with your estate planning purpose. Your money should go straight to the people you…
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Will Your Family Be Caught Unprepared in 2011?

Here is the easiest Estate Planning resolution you can keep. It’ll make sure that your family and your money are protected. Take this quiz. It’s part of my book, Breakthrough Estate Planning: Finding All The Answers You’ll Ever Need. I have included it here for your benefit….
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Estate Planning Resolutions

Here are 3 estate planning resolutions you can keep. Use them to protect your family and to give you peace of mind. 1. Make a will – resolve to invest in a professionally-prepared will. The cost of this investment, spread out over a number of years offers the…
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Executor Dictionary A-Z

Beneficiaries – Not All Are Equal Beneficiary: one who receives benefit under a trust, insurance policy or will As an executor, you must know that not all beneficiaries have the same rights. Here are three main types of estate beneficiaries: 1. Specific Gift Beneficiary Sarah got a…
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How to Quickly Prepare a Proper Will

Let me explain what the trick is about wills. Simon had no clue how to divide up his estate. He was going on a trip to Dallas and wanted to make a will before he left. He wondered, “If I leave $25,000 to Billy and $25,000 to…
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Caution: Wills Are Not Bulletproof

Free EstateTherapy.com webinar – Wednesday, November 17, 7 p.m. EST You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have to hire lawyers….
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Can Estate Planning Save Lives?

You never know who may be touched by an organ donation. Read real life stories of my good friend, Dr. Thomas Egan, in North Carolina. His work is saving lives. Visit Lunginabag.com for more. You can also save lives. You can sign a donor card. Tell your…
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Why Is Estate Planning Like Pizza?

Ever tried to order a pizza from a menu with a choice of 1,000 toppings? Arugula, hot peppers and black squid ink crust. Wait, what was I thinking? That could never be a good choice. However, fear of making bad choices or estate planning mistakes is common….
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The Good, the Bad, and the Ugly

What’s the difference between a good, bad, or ugly estate plan? Your answer may differ if you are the person creating the disastrous estate plan or a victim of poor planning. If you are a victim of bad estate planning you have a different perspective. You could…
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