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Letting Indecision Delay Your Estate Plan

The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, “I don’t mind. The government has …

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Filed Under: Estate Planning, Family Finances, Financial Planning Leave a Comment

Letting Indecision Delay Your Estate Plan

The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, “I don’t mind. The government has …

[Read more...] about Letting Indecision Delay Your Estate Plan

Filed Under: Behavioral Economics, Behavioral Finance, Charitable Planning, Estate Planning, Family Finances, Fee-Only Financial Planner, Finances for Caregivers, Financial Planning, Lifestyle Planning, Money and Mind Games, Personal Finance, Psychology of Money Tagged With: , , , , , , , , , , Leave a Comment

Letting Indecision Delay Your Estate Plan

https://youtu.be/Ufyt8eEq1jk The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, "I …

[Read more...] about Letting Indecision Delay Your Estate Plan

Filed Under: Behavioral Economics, Behavioral Finance, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Lifestyle Planning Tagged With: , , , Leave a Comment

Death by a Thousand Indecisions

"Then indecision brings its own delays, And days are lost lamenting over lost days. Are you in earnest? Seize this very minute; What you can do, or dream you can do, begin it; Boldness has genius, …

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Filed Under: Fee-Only Financial Planner, Psychology of Money 2 Comments

Attorney Relationships and 7 Ways To Mess Up Your Will

How hard can it be to mess up a will? Not too hard, as it turns out. Over 30 years of watching clients and attorneys work on estate planning, it seems there are at least 7 errors that are pretty …

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