Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

Estate Planning

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Guest Post – Attorney Mike Mastry: Beneficiary Designations

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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Filed Under: Digital Assets, Estate Planning, Family Finances, Fee-Only Financial Planner Tagged With: , , , , , , Leave a Comment

Mind Your 4 Digital Asset Types

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

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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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 …

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