Tis the Season to be Cautious, Fa la la la la, la l la la!
If you know me personally, you have heard me brag that one of the smartest things I ever did was marry my IT guy. As a point of clarification: that does not mean that I don’t screw up and make mistakes on line (there’s a funny blog waiting to happen right there, for sure….OUCH!). What it does mean is that when I make a mistake on line, I quickly have recovery, restoration and reprimand all over me; which is a small price to pay given the bigger price that many people pay for such mistakes. But alas, the...
Read MoreEstate Planning
Most people think of estate planning as pre-death planning to arrange for the distribution of their assets at the end of their life. Any wonder that people don’t want to deal with estate planning and end up procrastinating to the detriment of their loved ones? Estate planning is actually the protection of yourself, your family and your hard-earned assets from three fundamental risks: unplanned events, court intervention, and taxation. The first step of estate planning starts with protecting your income,...
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