Posts Tagged: estate plan questionnaire

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Ultimate Estate Planning Checklist

It’s National Estate Planning Awareness Week! In an effort to break down the barriers, myths, and excuses surrounding estate planning I’ve created this handy dandy ultimate estate planning checklist. It runs down just about everything you need in terms of a comprehensive, quality estate plan including the six major documents, reviewing beneficiary designations, considering if… Read more »

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Estate planning for Married Couples: Avoid Conflicts of Interest

Estate planning is all about strategy—leaving the right assets and inheritances to the right beneficiaries; timely distributions of the estate; and avoiding as many taxes and fees as possible. Another strategic move is deciding whether you and your spouse should use the same lawyer, or whether you should each have your own lawyer. If you… Read more »

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Survey Results: You Spoke, I listened

Several weeks ago, I held a survey about estate planning, through my GoFisch newsletter, blog, and social media platforms. I received over a hundred responses! Considering the sensitive and, indeed difficult subject matter, I thought this was a very significant number. Action Time You spoke loud and clear, and I heard you. You don’t understand… Read more »