Estate Planning as a Career

There are only five senses, but countless ways of seeing things. Personality Differences often cause conflict in the division process of an estate settlement. Without understanding these differences, the process of keeping the peace and avoiding conflict will be much more difficult.

From the book Positive Personality Profiles by Dr. Robert Rohm, there are four basic personality styles. Each style sees the world differently. Each style has both great strengths and several (more…)

Shakespeares words speak a profound truth when it comes to Estate Planning and ultimately, Estate Settlements. Accordingly, preventing problems (an ounce of prevention) is worth much more than trying to solve them (is worth a pound of cure). When I tell people the name of my book, THE SETTLEMENT GAME: How to Settle an Estate Peacefully and Fairly, the immediate response I often receive is an expressive roll of the eyes and then a comment like Already been through it too late f (more…)

As Benjamin Franklin once observed, nothing is certain “except death and taxes.” The inevitability of death may hardly be a pleasant subject to contemplate - especially the death of a parent or other loved one - but by the same token, one always needs to prepare for the inevitable, because it’s a lack of preparation that often causes the worst problems. But how do you prepare for something you’ve never had to deal with before? Often the best thing to do in such cases is to get (more…)