Last week, I told you that you should consider having your estate plan modified if you’ve had a life changing event, because failing to do so could completely derail your plans.
Perhaps last week’s message made you fee relieved.
So, we are continuing with our ‘April Fools’ series. Last week, I told you not to be fooled by your close family relationships, because the best way to ensure your wishes are protected, is to write them down. You can’t just talk about it…be about it! This week, we’re going to talk Continue reading
Last week I told you that DIY estate plans are not such a great idea. Since they don’t take your family dynamics into consideration, they may or may not address all of your needs. This week, we’re going to talk about family dynamics… and how sometimes, it is the very cause of you Continue reading
Throughout the month of April, we are going to discuss common & foolish estate planning mistakes. Now, I know April Fools only comes once a year. But for our purposes, it is April Fool’s month! This week, we’re going to talk about DIY estate plans and why they’re not such a great Continue reading
March Madness is still in full-swing!!! But, as much as I love watching the talented Zion Williamson take over the court, I’m still not a Duke Basketball fan…Go Carolina!! Last week, I shared with you that even in the best circumstances, with your most trusted people, items, or brands, Continue reading
March Madness is still in Full-swing. Who are you rooting for? I’m with Carolina. Well, I’m actually with any team that isn’t Duke. Last week, I told you that you should absolutely NOT treat your Estate Plan like your bracket. Unlike your bracket, your Estate Plan can and most certainly Continue reading
Whether you follow college basketball or not, odds are, you’ve probably heard of March Madness. If you ask anyone who knows me, they would likely tell you that I am totally not a basketball girl. I am a football girl! Please don’t hold this against me, but I am a diehard New England Continue reading
Earlier this month, I shared that I was deeply, deeply, deeply concerned about some of the statistics regarding African American Wealth. Sadly, the wealth gap in America between African Americans and other races continues to grow, and is only projected to get worse. Last week, I told Continue reading
So, in the month of January, affectionately renamed ‘I Kicked My Full-Time Gig & Am Now Retired’ month, we provided a number of retirement tips geared towards those who were newly retired, and applying for Social Security Retirement Benefits for the first time in 2019. This month, Continue reading