Wealth Planning Blog

When we meet with families, we not only try to recommend a customized estate plan that incorporates all of their desires, but we then proceed to hound them to get all of their “homework” done once their plan is in place. After all, signing the documents is only the first step. An “unfunded” estate plan is about as worthless as only having one sock. Although getting our clients to do their homework sometimes seems harder than teaching an old dog to do new tricks, we refuse to let our clients fail themselves. So, on the path of funding, we typically start with the house.

Hello, and welcome back to Part 2 of our “keeping real estate out of probate” series. Did everyone have a nice Valentine’s Day? We actually celebrated this Valentine’s Day as a big group with family, and I was utterly amazed at how excited the kids were about Valentine’s Day. I swear my niece and nephew were more excited about their candy and stuffed animals than they were about all the toys on Christmas. 

“There is only one god and his name is Death. And there is only one thing we say to Death: “Not today.” - George R.R. Martin, A Game of Thrones. Wouldn’t it be nice if we got the chance to actually say “not today” so we could spend that day getting all of our ducks in a row that we should have lined up yesterday? Or, maybe you’re someone like me that would then just spend that day doing every possible thing you could on your bucket list and hope your kids don’t get too mad at you for leaving their inheritance in an administrative mess!