Category Archives: Estate Planning

Don’t Forget Man’s Best Friend in Your Planning

March 2019 – Pets…they are cute, cuddly and love us unconditionally. They bring so much joy to our lives and are like family to us. It’s sad to think of our pets without us, but with the right planning, we can make sure they are taken care of should an emergency arise.  According to the…

Valentine’s Day—The Gift Women Really Need

When I shared the first draft of my financial checklist book with a publisher, his reaction surprised me. “This is a ‘honey, I love you’ book! I am going to get this for my wife for Valentine’s Day and tell her that my gift will be to get everything on the checklist completed for her…

A Novel Gift Idea: Death Over Dinner

What!?! Who chose to write about this topic in the festive, gift-giving holiday month of December? That would be me. Let me explain. “Death Over Dinner” is actually a non-profit, global “movement” started in 2013 that encourages people to gather over dinner and talk about what we want to happen when we die, which as…