Posts Tagged ‘ personal decisions ’

Why Should Estate Planning Be A Priority For Me?

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Excuse me; may I interrupt your self-imposed blog posting hiatus? Sure, what’s up? You once said that every adult needs an estate plan.  Isn’t that a bunch of hooey?  I mean, if you go to a financial planner, you hear “everyone needs a financial plan.”  If you go to an insurance salesman, you hear that…

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Estate Planning and Optometry Are Quite Different … Or Are They?

The author's actual glasses in disrepair.  Enhanced image by  Krysteena Marie Photography.

The very glasses that provided “insight”.  Enhanced image by Krysteena Marie Photography. So over the weekend, my glasses broke.  As displayed in the accompanying picture, the top half of the frames are made of metal while each lens is held in by a small elastic band. The glasses lost a battle with my knee and…

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Why Many Estate Planning Lawyers Don’t Quote Fees Before Meeting You

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So you finally get the gumption to call an estate planning lawyer.  You’ve done your research, asked friends for referrals, and then you make contact with the lawyer.  But when you ask what the lawyer charges, he or she won’t give you a straight answer. This is frustrating.  Is the lawyer trying to hide something? …

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Elder Abuse Law: Is Momentum Building for New Legislation?

Justice For All: Ending Elder Abuse, Neglect & Financial Exploitation Senate Hearing

You may have read about 90-year-old actor Mickey Rooney’s recent testimony at the Senate Special Committee on Aging regarding how he personally suffered psychological abuse and financial exploitation due mainly to his advanced age.  Today, we will list some resources and links regarding the developing law regarding elder abuse. CATEGORIES OF ELDER ABUSE According to…

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A Funny Thing Happened at the Deli…

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A young couple sits down at the local deli with their baby asleep in the stroller.  It is an unseasonably warm day outside with birds chirping, a light wind blowing and barely a cloud in the sky.  However, the beauty surrounding them escapes the couple because they cannot decide what to do about their finances.…

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What’s In a Will? 10 Common Clauses and Their Functions

By George Wythe [Public domain], via Wikimedia Commons

Today, let’s take a post to broadly work through the clauses that are in a typical will.  Why?  To remove some of the mystery and to show you how such a document is effective and even essential.  Read more...

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Expecting Soon? Estate Planning Issues You Should Consider

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Image via Wikipedia For some reason, I am friendly with lots of women.  Perhaps it is due to the influence of my tough mother and two strong older sisters, or that I followed Benjamin Franklin’s advice to marry someone smarter than me.  However, this does not mean that I fully understand how women function.  Read…

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Estate Planning Fees: The 6 Levels of Service

IRS Building -- Washington DC

The distinguished blogger Hani Sarji, in his excellent forbes.com blog “Estate of Confusion”, has recently posted twice about estate planning fees.  Here, I continue the discussion by describing what I see as the six available levels of service for estate planning.  Be sure to pay close attention to the pros and cons for each as…

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19 Prudent Uses of $1000 and Choosing Between Them

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I recently spotted an interesting question on Yahoo! Answers:  With an extra $1,000, should one hire an estate planning attorney or a financial planner?  This post will borrow from both disciplines to provide more specificity regarding many ways you can either begin to build or add to your solid financial foundation.  Read more...

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