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,...
Is it Time to Declutter Your Finances?
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Estate Planning
10 Things to Consider if You Need a Revocable Trust
In October, National Estate Planning Awareness Month, I spoke with an estate planning attorney, Amanda Pyper Ruiz at Same Day Wills, who shared some...
Is Your “Who Get’s What” In Writing?
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?...
The Month to Focus on Your Estate Planning
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...
The Financial Side of Caregiving
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...
Misunderstandings About the Financial Power of Attorney Document
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what...
The Morbid Details: End of Life Preferences
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...
Can You Relate to These Common Estate Planning Mistakes?
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...