Rosh HaShanah begins tomorrow night at sunset. If you celebrate Rosh HaShanah, then, “L’Shanah Tovah,” (“May you have a good year!”) Last week, we had our first teleseminar/webinar in over a year, and there were so many people online, that we are going to do this...
Helping You Protect Your Loved Ones And Your Legacy
Month: September 2011
Wealthy or Not: You Need a Will
A will is a legal instrument that tells the world who you want to get your assets. Move on to the after-life without a will in place, and a judge will decide who gets what, without regard to your wishes and without regard to the needs of your loved ones. Let’s...
Can I Exclude Someone From Being An Heir to My Estate?
I want to disinherit a family member. Will that be easy to do? Many states have varying laws concerning spouses and children, so check with me to see specifically what is possible for these relationships you may want to exclude from your will. Ex-spouses have no...
The Joy of Life
The Joy of Life Many of my articles are about planning for death. They focus on making sure that your affairs are in order so that you can enjoy peace of mind. They focus on taking advantage of the element of control, while you have it. No matter how well intentioned...
What’s YOUR Magic Wand?
Time is always a premium these days, it seems. Everybody that I talk to seems to never have enough hours in the day! And I’m included in that bunch! When is a good time to buy Christmas gifts? When is a good time to make resolutions and celebrate the passing of the...
