Archive for the ‘Family Wealth’ Category
Thursday, July 10th, 2008
Many of you out there are in fear of facing foreclosure. Interest rates are rising, your adjustable rate mortgages (ARMs) are resetting. And you are scared.
What should you do?
Well, before we talk about that, let's talk about what you absolutely shouldn't do. And that's just to bury your head in ...
Posted in Family Wealth, Uncategorized | 1 Comment »
Friday, July 4th, 2008
If you are not currently experiencing financial freedom, now is the time to start. No matter what your current circumstances are, you can enjoy freedom from worrying about money. But, before you can, you've got to change your mind.
And, before you can do that, you have to want to.
So, ask ...
Posted in Family Wealth | 1 Comment »
Thursday, May 22nd, 2008
A friend of mine from out of state asked me to review estate planning documents she is getting ready to sign before going out of town for the first time with her husband and without her kids.
These documents were prepared by a traditional estate planning lawyer who sent her the ...
Posted in Family Wealth | No Comments »
Wednesday, May 14th, 2008
Family Wealth Planning is the Web 2.0 version of estate planning.
Whereas "estate planning" is about preparing and passing on your financial assets at the end of your life, Family Wealth Planning is about making the right financial and legal decisions for your whole family wealth throughout your lifetime and leaving ...
Posted in Family Wealth, estate planning | 3 Comments »
Tuesday, March 11th, 2008
Once again, another celebrity has died with an out-of-date Will. Heath Ledger's Will has been made public (as all Wills are public documents after death) and it turns out that the Will, made three years prior to his daughter's birth, leaves everything to his parents and sister.
We saw the ...
Posted in Celebrity Planning, Family Wealth, estate planning | 5 Comments »
Wednesday, February 27th, 2008
When I graduated from law school, first year starting salaries at the big law firms were 135k/year.
I thought I was rolling in the dough. I had started working at 14 when minimum wage was $3.35. I worked my way through college waitressing and through law school working for Westlaw. Even ...
Posted in Family Wealth, Personal Reflections | 5 Comments »
Thursday, February 14th, 2008
Unless you were born into an Über-rich family (and sometimes even then), your parents’ probably never discussed estate planning when you were growing up and didn’t have any kind of relationship with a personal lawyer (at least not one you remember discussed with fondness!)
It’s not a surprise. 70% of people ...
Posted in Family Wealth, estate planning | 4 Comments »
Wednesday, February 13th, 2008
I'm hosting a free teleconference for MOMS ONLY and if you are a mom, you need to be there.
It's next Tuesday, February 19 at 1p PT/4p ET.
We are close to sold out on our line block, so please get registered now if you plan to attend so I can tell ...
Posted in Family Wealth, Teleseminars, estate planning | No Comments »
Friday, February 8th, 2008
These are the 11 things you should ask before engaging an estate planning lawyer to help you plan for the well-being of your money, your family and your life.
Do you prepare a comprehensive plan for my kids’ care if something happens to me, ...
Posted in Family Happiness, Family Health, Family Wealth, estate planning | 1 Comment »
Thursday, February 7th, 2008
You probably can't imagine how the case of a multi-millionaire, fallen from grace pop star could have any application at all to you.
Well, you might be surprised to know that Britney's case has a lot of lessons for all of us, no matter how much money we have in the ...
Posted in Family Happiness, Family Wealth, Uncategorized | 2 Comments »