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Recording and Transcribing Family Conversations on Your Smartphone
With all the holiday gatherings coming up, this is the perfect time of year to get around the table and record your family’s stories. Smartphones have made this easier than ever: turn on a voice record app, set it in the middle of the table, and start asking grandma...
How to Protect Your Family’s Inheritance
I often speak to local associations and service groups about estate planning. Oftentimes, the topic is about protecting the money people have worked so hard for. While proper planning can make things easier on your heirs after you're gone, few people consider how...
You Are in Control
Growing old can seem cruel and unkind. When the time comes that your decisions are no longer yours but are given away to your children or someone you may or may not trust, it can feel like you’ve lost control. But you can stay in control if you choose the correct path...
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What is your job, what is the attorney’s job
Boring is defined as "so lacking in interest as to cause mental weariness." Well, hopefully this post is not really boring, but I wanted to make a point. I have a theory that most of the estate planning information being said or written by attorneys out there is...
Am I Your Type?
There are 4 types of estate planning: Do nothing. Let others sort it out later. Do it yourself. Get a form and fill in the blanks. How hard can it be? Use a document-driven attorney. Pay lots of money for a fancier form that someone else fills out for you. Use a...
What are you proud of?
Do you ever feel pretty proud of yourself? Kind of interesting the stuff that we get proud of. Here are some of the things I have been proud of lately: 1. stopped drinking diet soda. Used to drink it all the time, for years, but my mom kept telling me it would give me...
I come from a people who…
I am sitting here at Springfield Clinic getting a bunch of allergy shots. 27 shots, 3 at a time, every 15 minutes (and on my birthday, even). What better time to post to my blog? Who do you act like? In my work with estate clients, I get to hear about the legacy that...
Can you speak the language?
Part of feeling connected to a family, school, part of the country, etc. is the language we use.
When things get messed up
This afternoon, I hosted a roomful of financial professionals for a webinar. Where we all face forward, listening to a voice through speakers sitting in some other state and looking at a screen with a powerpoint presentation. And it was really great. Great content and...