“Please, please, please. I beg you. Don’t take estate planning advice from your banker, financial advisor, insurance broker, mortgage broker, escrow agent, real estate agent, or your friends. I can’t tell you how much terrible, ill-informed advice there is out there that results in harm. Let these other professionals do what they do best and […]
Category Archives: Estate Taxes
Love is the Only Real Currency
When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]
Really Bad Advice 101 “Put Your Kid on Your Bank Accounts”
From the “crappy estate planning advice professionals give their customers” file: I’ve heard a TON of terrible advice that comes from financial professionals about estate planning–but this is probably the most common and the most damaging. And it usually comes from banks and bankers: “You should put one of your kids on your account so they […]
A Plan as Unique as Your Life
Access to financial advice is more readily available than ever before- between the internet, various publications and talk shows, one can get advice on budgeting, saving for retirement, support for ageing parents and a host of other topics. This can be seen as a good thing as the mystery of the subject matter is lessened. […]
Deidre Farrell shares successful college planning tips
Success! Last evening, Dierdre Farrell, Financial Consultant with Thrivent Financial, spoke to our audience and provided many successful college planning tips. If you missed the event, here are some highlights: Deidre outlined the 3 tenets of college planning: + Admissions + Academics + Financial As you can see, successful college planning is NOT just about the […]
