Category Archives: Estate Planning

Estate Planning, Financial Planning, Financial Wellness, Financially Organized

Is it Time to Declutter Your Finances?

Posted on by Marie Burns
woman with calculator
27
Nov

Keep it Simple You may have heard the acronym K.I.S.S. which stands for Keep It Super Simple (or is it Keep It Simple Stupid?). Simplifying, decluttering, downsizing, uncomplicating (is that a word !?!) are all referring to great advice, in my opinion, to clarify the situation and make life less complicated, less overwhelming and often…

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Estate Planning, Financial Advocate, Financial Planning, Financially Organized

10 Things to Consider if You Need a Revocable Trust

Posted on by Marie Burns
Revocable Trust
22
Nov

In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some great tips and things to think about when considering the will vs trust question or updating a trust. With her permission, I am including her helpful information below.  You may find…

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Estate Planning, Financial Planning

Is Your “Who Get’s What” In Writing?

Posted on by Marie Burns
Who gets what
08
Nov

Have you ever had a goal you couldn’t seem to get accomplished but then when there was a special event added to the calendar, it somehow got done? Losing weight before a wedding, completing a home project before company comes to stay, or finishing a gift before the birthday/holiday, for example? There is something about…

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Estate Planning, Financial Planning

The Month to Focus on Your Estate Planning

Posted on by Marie Burns
Estate planning awareness month
19
Oct

Common Beliefs Have you ever found yourself or heard someone else saying: “I’m too young to do estate planning.” “All my property is titled in joint tenancy with my spouse so I don’t need any estate planning documents.” “Estate planning is only for the super-rich.” “Estate planning is too complicated and expensive.” “We did our…

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Caregiver, Estate Planning, Financial Planning

The Financial Side of Caregiving

Posted on by Marie Burns
Marie's Parents
12
Oct

Rosalynn Carter said it first and I think said it best: “There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.” Which category do you or perhaps will you be likely to fall into?…

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Estate Planning, Financial Planning

Misunderstandings About the Financial Power of Attorney Document

Posted on by Marie Burns
Financial Power of Attorney
15
Sep

Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact on your account for you? Those two questions and their answers can cause a…

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Estate Planning, Financial Planning, Financially Organized

The Morbid Details: End of Life Preferences

Posted on by Marie Burns
The Morbid Details
30
Aug

The Guilt Have you ever gone to an estate sale? As you walk through the home of the previous owner, what thoughts are in your head? What are you feeling? I have found myself having difficulty not feeling like an intruder or feeling guilty or disrespectful, especially in rooms of the home you often don’t…

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Estate Planning, Financial Planning

Can You Relate to These Common Estate Planning Mistakes?

Posted on by Marie Burns
estate planning mistakes
21
Jul

When you stop and think about it, choosing to do nothing in advance about something negative that is guaranteed to happen seems illogical, doesn’t it? And yet, human nature is that we avoid thinking about negative things, which is why the majority of Americans still die without having estate planning documents in place, for example….

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Estate Planning, Financial Planning

Have You Told Your Assets Where to Go?

Posted on by Marie Burns
begin with the end in mind
05
Jul

Best Seller Advice Begin with the end in mind. “The Seven Habits of Highly Effective People” by Stephen Covey was written over 15 years ago but is still a best seller for good reason. His timeless advice is applicable across many aspects of our lives, business or personal. One of his recommended seven habits is…

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Estate Planning, Financially Organized

The Magic (Pass)words: It’s Not About Knowing, It’s About Doing

Posted on by Marie Burns
passwords blog
24
Mar

Passwords Here, There and Everywhere! How many passwords do you have to keep track of? Have you ever counted them? I stopped counting after I hit 200 (but I have two businesses so hopefully it’s not that many for everyone). I know it’s all for our own safety and security of our personal information, but…

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