Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

Estate Planning

Guest Post – Attorney Mike Mastry: Beneficiary Designations

Posted on August 27, 2017

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This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them.  Mike can be reached …

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Mind Your 4 Digital Asset Types

Posted on May 3, 2016

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An attorney I met had a father-in-law who ran 3 businesses from his Blackberry. When he died suddenly, she was shocked at how difficult it was to access his emails, accounts, and online life. Every …

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Dig Those Digital Assets

Posted on May 3, 2016

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Shortly before a relative of mine died in 2008, he showed me where and how he kept his financial life organized. He had accounts in more places than I could keep track of in my head. So we wrote them …

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Letting Indecision Delay Your Estate Plan

Posted on April 28, 2015

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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 …

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