It's National X-Ray Day! Did you know the informal definition of X-Ray is an apparent or supposed faculty for seeing beyond an outward form? That would be an amazing super power to have. As an estate planner, I feel like sometimes that is the hardest part of the planning process. We have to see beyond the outward form of how your life is today, to … [Read more...]
Spring Cleaning for Estate Planning
Everyone loves spring cleaning, right? O.K., that might just be what my mother told me to get me to clean up my room when I was a little girl. I will confess that as a small child I saw absolutely no need to spend time cleaning my room, and growing up in Florida the concept of Spring was a bit nebulous for me as well. But now, one of my favorite … [Read more...]
Spring into Estate Planning
It is that time of the year......Spring Estate Review Planning sessions!! (I do provide my clients with a no-cost estate plan review, but even if you aren't a client, I hope that you will take out your estate plan, dust it off, read it and make sure it still works for your life). This week I had the privilege to spend some time with several of my … [Read more...]