Yearly Archives: 2009

/2009

Caregivers – Caring or Conning?

I had the most interesting (and alarming) conversation with a friend of mine the other night at at grand re-opening party for a mutual friend's store.     As conversations evolve, valuable knowledge was exchanged.      That night was no exception.   It all started out by my overhearing our mutual friend mention something about her being on the [...]

By |November 10th, 2009|Caution|0 Comments

Picasso in a garage sale?

Today I just heard the story about a woman who bought a painting in a garage sale - a painting that could turn out to be an original Picasso. This $2 purchase could be worth a couple million dollars on the art market.   What a find if it proves to be true! As I [...]

By |October 27th, 2009|Your Things|0 Comments

Honor Mom By Keeping Her Things?

THE SITUATION - I had lunch with a good friend of mine the other day.     Over our long lunch we talked about the recent death of her Mom.   Because she had started off with a diagnosis of Alzheimers, last year, we had already discussed "the planning" and "what to do" prior to her passing.    My [...]

By |August 11th, 2009|Your Things|0 Comments

Planning for a Non-event – Avoid Family Squabbles Over Stuff

"I never thought my family would act this way."   These are the words out of my friend's mouth when she was describing her husband's family after a death.   Unfortunately, the stories of family discord are outnumbering the "smooth transitions" almost 2 to 1.     The concept of survivorship planning is founded on capturing all the details [...]

By |May 25th, 2009|General Planning Tips|0 Comments

Speaking of funerals, is cheaper better?

I encourage all my clients and audience members in my seminars to shop their funerals so they get a good idea of what it would cost if they pass away.    My mom, who is as smart as she is frugal, already planned which funeral home in their hometown they were going to use.    The decision [...]

By |April 8th, 2009|Funerals|0 Comments

So You Think Others are Careful With Your Information?

In my business, I work with personal information. I work very hard to ensure that the information entrusted to me stays as secure as possible. (It's  top priority.) As part of survivorship planning, you may work with banks and financial institutions to change beneficiaries and ownership for some of your accounts. This may require that they [...]

By |March 13th, 2009|Caution|0 Comments

No One Knows Your Machine Better Than You

If someone asked you if you have your affairs in order, what would you say?  Would you sit back and relax in your favorite chair knowing that you have met with your attorney and your instructions are clearly mapped out, signed and notarized? Your life is a well-oiled machine right?    Well-oiled does not mean [...]

By |February 19th, 2009|General Planning Tips|0 Comments

Burials Are Going Green

You hear a lot about fuel, farming, construction and products going green.   Did you know that burials are even going green?    The movement is growing!   What does it mean?    Well, it essentially means burials without any embalming chemicals, non-decomposing caskets or steel vaults.   Decomposition takes place naturally and for a lot less money to boot! [...]

By |February 15th, 2009|Funerals|0 Comments

Let’s Talk About Your Stuff

When working with clients I find myself climbing up on my soap box quite frequently.   On almost any given day, you can hear me talk to clients about their "stuff."      Take a look around your home and/or office.    Someone will have to deal with all your "stuff" if something happens to you.  It includes [...]

By |February 15th, 2009|Your Things|0 Comments