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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

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