Yearly Archives: 2010


Family Feuds Over Estate – Let’s Sit Down and Talk About It

I have seen the best of families become bitter over the tug and pull of personal things and money that someone has left behind.    During trying times, even the best of the best can react to a situation emotionally, without second thoughts about the impact to other family members.    Usually, planning and communicating up [...]

By |November 18th, 2010|Caution|0 Comments

"Should I make of list of all items I own and who they go to as part of my will?"

What a great question!     Most every client who has gone through the inventory process seem to eventually come around to this question.  In my opinion, it's a wise thing to leave instructions for items to be distributed to particular family members or friends, especially if you feel strongly about it.      HOWEVER, the caveat to that [...]

By |November 2nd, 2010|General Planning Tips|0 Comments

"If I could do one thing to plan for a death, what would it be?"

We have collected a great variety of questions from our visitors.      This one came to us from Delores P.  here in Austin. "I don't have a lot of money or time to spend on planning.   What would be the one thing you would recommend I do for my elderly parents who are in their [...]

By |September 23rd, 2010|General Planning Tips|0 Comments

IRAs – A Couple of Things Everyone Should Know

Having up-to-date beneficiary designations is a must for any Survivorship Plan.   Along with everything else in life, an IRA may not be as straight forward as you think.     I have combed through several references including the IRS publications to really understand the nuances to inheriting an IRA and it has left me scratching my [...]

By |July 8th, 2010|General Planning Tips|0 Comments

Have a Heart – Bringing Organ Donation Front and Center

His name was Kevin Underhill.   Back in August of last year, he was killed in a bicycling accident while racing in a weekly event called the Driveway Series, held on the east side of Austin.     This news caught my attention as my significant other had also been racing bikes out there.       Since [...]

By |May 4th, 2010|General Planning Tips|0 Comments

Burial Plots – buy, sell or keep?

Sometimes people purchase burial plots as a couple or as a family years before they are ever needed.      They do this for various reasons - to give their family one less  decision that has to be made, to rest easier in eternity by having their loved ones next to them or just to get a [...]

By |April 29th, 2010|Funerals|0 Comments

Access to Bank Accounts

Bank accounts are a standard part of  most everyone's life.  It's a pretty easy concept, money goes in - money comes out.   How it can affect your Survivorship Plan when you pass away is another story.      It depends on: 1.  how your accounts are set up. 2. how your family perceives they will have [...]

By |April 2nd, 2010|General Planning Tips|0 Comments

Online Presence: What happens to it after death?

As I was talking "wall-to-wall" about suvivorship planning on my Facebook page, it occurred to me that people don't really think about their identities in the social networks or email accounts that will live on forever past their death if not managed  by their survivors.    Thus, the subject of this article came to mind - [...]

By |February 2nd, 2010|Caution, General Planning Tips|0 Comments