Estate Planning as a Career

Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-laws recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too.

When her cancer returned, she had the wisdom and foresight to make sure that there would be proper access to her assets should she become incapacitated and that they would be (more…)

When my daughter was suddenly killed in a car crash I was overcome with grief. She was 45 years old, finally at a secure place in life, excited about her children and her job. My father-in-law died on the same weekend and, though we expected his death, it was still a shock. I am co-executor of my daughter’s estate.

While I am glad she had a will, her finances are a mystery. My husband and I have become financial detectives, tracking down leads and trying to make sense (more…)