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Tag Archives: Estate Planning

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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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, Financial Advocate, Financial Planning, Financially Organized

It Happens to All of Us, But Most of Us Don’t Plan For It

Posted on by Marie Burns
couple at laptop
04
Feb

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is…

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Estate Planning, Financial Planning

Who Gets What When You’re Gone?

Posted on by Marie Burns
older couple computer
05
Nov

The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was just a little thing, maybe 4 or 5 years old, she saw a spoon rack on her grandmother’s wall (my mother-in-law). It is one of those wooden shelves that hold…

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Estate Planning, Financial Advocate, Financial Planning

Are You Expecting Your Man to Be Your Financial Plan?

Posted on by Marie Burns
Are-You-Expecting-Your-Man-to-Be-Your-Financial-Plan
26
Oct

What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences, beginning in your childhood. These experiences have shaped your money personality…

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Estate Planning, Financial Advocate, Financial Planning

Three Ways to Leave a Legacy, Not a Mess!

Posted on by Marie Burns
leave a legacy couple
24
Sep

When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!” and we stop thinking about it. However, the word legacy simply refers to passing something from one generation to the next, but it does not have to…

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Estate Planning, Financial Advocate, Financial Planning

“To Each His Own”

Posted on by Marie Burns
Financial Power of Attorney
30
Aug

A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it until you need to go in…

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