Estate Planning for Smart People

August 9, 2016

Estate Planning for Smart People does take off on the better known series. And, for sure, I’m not offering a full-fledged book here. Instead, I write to share some thoughts and provide some guidance for a particular group of people: smart people.

If you’re here you’re a smart person. Why? Because you’re devoting time and energy to the estate planning process. It’s a process, for sure, and it does take time and energy. And lots of thinking!

For many reasons the whole estate planning thing makes people uncomfortable. Here are some of those reasons:

  • It’s about not being among us.
  • It often involves hard decisions about important matters.
  • It can be mysterious and intimidating.
  • It can cost lots of money.
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Make-a-Will Month and Estate Planning

February 29, 2016

Make-A-Will Month starts tomorrow. Yes, it’s a bit of a contrivance, advanced by the Planned Giving Roundtable (now called the Partnership for Philanthropic Planning) and championed by nonprofits, but the month provides an opportunity to think about estate planning and getting your affairs in order.

I’ve shared pieces about estate planning on several occasions. (Click on Probate and Estate Planning under Categories on the right side of your screen for links.) Today, I want to address some myths about estate planning, probate, and end of life issues. Some have been mentioned before but here are my Great Eight (in reverse order):

  • My Power of Attorney Has Me Covered. A power of attorney is cheap, and it has its
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Write-A-Will Month and Estate Planning

March 2, 2015

Write-A-Will Month started on Sunday. Yes, it’s a bit of a contrivance, advanced by the Planned Giving Roundtable (now called the Partnership for Philanthropic Planning) and championed by nonprofits, but the month provides an opportunity to think about estate planning and getting your affairs in order.

I’ve shared pieces about estate planning on several occasions. (Click on Probate and Estate Planning under Categories on the right side of your screen for links.) Today, I want to address some myths about estate planning, probate, and end of life issues. Some have been mentioned before but here are my Great Eight (in reverse order):

8.  My Power of Attorney Has Me Covered. A power of attorney is cheap, and it

Continue reading...