Tag: Practical estate planning

What Went Wrong?

Recently I received an email from a client asking me what went wrong in her parent’s estate plan so as to make it so that they had to go through probate. She asked, “isn’t the purpose of getting a trust

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Pablo’s Abstract Estate Planning

Pablo Picasso (Picasso) was world famous painter, sculptor, printmaker, ceramicist, stage designer, poet, and playwright. His works are famous for many things but you may be more prone to think of his abstract art when you hear of his name.

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Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Legacy Planning

Legacy Planning I like to think of Legacy planning, like a way to not only make your Mark on future generations, but also incentivize and empower them.  I think that we have all seen examples of those who have inherited

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