Monthly Archives: November 2010

//November

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