I am not sure if mobile estate planning makes you think I am driving around playing music like an ice-cream truck, hoping to attract you by playing a recognizable song and offering a frozen treat.  Or, perhaps mobile estate planning conjures up visions of a library bookmobile visiting your neighborhood, but that is not quite how it works.  “Mobile” … [Read more...]

“It ain’t Over till It’s Over” -          Yogi Berra I had a client call me Dr. Death the other day.  I pointed out that I am not a real doctor, as I don’t have the right degree, and also said that just because I help people plan for what happens to their assets after they die, that doesn’t mean I am trying to get rid of them.  In fact, quite … [Read more...]

How many times have you heard, “You can’t take it with you?”  Usually, this is said in the context of encouraging someone to think less about their accumulated possessions, and more about spending time with friends and family.  It is true you can’t take it with you, so the question becomes “What happens to all your stuff when you are no longer … [Read more...]