Apr 29, 2020

There are lots of reasons why a trust is better than just a will. And post-coronavirus, a trust makes even MORE sense.

Today we’ll discuss:

1. Video notary instead of witnesses
2. Quarantine is a new type of incapacity
3. Locked down courts: another reason to avoid probate

==========

READ

Pick up my books on Amazon. Reviews...

Apr 22, 2020

Apr 15, 2020

Do you want to make or update your estate plan? But how, with social distancing?

We discuss:

1. Fewer in-person meetings
2. In-person signings
3. Document handling

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for book announcements

==========

WATCH

Subscribe...

Apr 8, 2020

Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan?

We’ll discuss:

1. Reminder: no one can predict the future
2. Yes, get started
3. Be in the right state of mind

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN

Sign up to my email list for...

Apr 1, 2020

Market news probably makes you think you lost money in the stock market. Not true!

Here’s how you should react, by life stage:

1. Students and Kids
2. Working, not close to retirement
3. Working, close to retirement
4. Retired, fixed income

==========

READ

Pick up my books on Amazon. Reviews always appreciated!

==========

JOIN