Archive for April, 2008
Tuesday, April 22nd, 2008
Quite frequently when I'm working with clients, I am asked the question - how much life insurance do I need?
Like any good lawyer, my answer is "it depends." There's no set answer.
Personally, I have $1,500,000 on my life. And, by the way, it's not payable to my kids or my ...
Posted in estate planning | 5 Comments »
Thursday, April 10th, 2008
I get massively ticked off when I meet with prospects for a Family Wealth Planning Session and see on their Family Wealth Inventory and Assessment they've been sold life insurance they don't need.
Life insurance is critically important for families, no doubt.
But, it's important you get the right type of life ...
Posted in estate planning | 10 Comments »
Friday, April 4th, 2008
A few days ago, I got an email from my cousin asking me whether I wanted to hear about how one of my family members stole $300,000 from me and my sister.
Let me start at the beginning ...
About a month ago, my grandmother (Nana) died in Florida. Nana was my ...
Posted in estate planning | 1 Comment »