Category: Family and Wealth Planning

What is Mother’s Day Anyways?

What is Mother’s Day? Is it really one day a year? Is it just another Sunday in May? Is it a reason to run to the Mall and shop for gifts for moms and sneak in something for yourself too? Is it a Mother’s…

How to Live Before You Die

In Steve Jobs’ 2005 commencement speech at Stanford University, he said: “Remembering that I’ll be dead soon is the most important tool I’ve ever encountered to help me make the big choices in life.” When Jobs was 17, he read a quote that made…

Special Announcement: Come Join us April 15!!!!

Come Join us this coming April 15, 2017 at the Goodlet Park in Hialeah for a day of fun, egg hunting, games, prices, dance shows, bounces houses, food and more. Bring your kids and have fund while getting some valuable information about the importance…

Why Involve your Financial Advisor, Attorney, and Accountant at Your Family Meeting?

Some people might have misgivings about having a third-party advisor present at an otherwise private family gathering, and it is certainly not a mandatory step. However, you might want to consider inviting your financial advisor, estate planning attorney, or accountant to the meeting for…

What should you discuss at the family meeting?

Once you’ve committed to discussing your estate planning with your family, what should you share specifically? Should you detail the entire plan with them, or just an outline of it? Should you go into detail about who gets what? The specifics of what should…

Tips for a successful estate planning family meeting

When you hold your family meeting, a bit of awkwardness is to be expected at first—after all, no one in your family (presumably) is likely eager to discuss what will happen when you die or in the event of incapacity. Remind everyone that is…

Why You Shall Talk to Your Family over the Holidays about Your Estate Plan

We work hard and build up assets and we are strong in the fight for causes that matter to us. It is very fulfilling to know that we can share our wealth and our legacy with our family. It is impossible to plan for…

Buying Presidential Breakfast Cereal in the U.S.

I very much liked this post. Very well put. Love the analogy. We definitely have more than two options Americans!

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning

Two weeks ago Jane (not her real name) called my office trying to find out if I had prepared an estate plan for her dad. She had found among his belongings my contact information but no documents. She was desperate and hopeful. After asking…

A friend is now gone 

2005 was a year of many surprises and anticipation. It was, however, one of the best years for when Santa arrived. It was no common Santa, it had the usual hat, the usual clothes, and belt but instead of boots, it had four legs!…

Is an Estate Plan not for when I die?

Estate Planning is a term commonly used to describe a plan for what will happen with assets upon the owner’s death. There is so much more to Estate Planning than death planning. An Estate Plan is not just to transfer wealth at death. In…

Estate Planning? For what?

The view of a peaceful beach with white sands and and bushes in the background.

Estate planning? I am not rich!  Estate planning? I am not going to die! Have you said that yourself many times? Yes, I know. I have said it too. It was not until my daughter was born that I really understood the importance and…