Lawyers and Advisors
June 18, 2013 | by tomdeans_admin | Estate Planning, Lawyers and Advisors, Wills
At a farm convention in Chicago, I was approached by an audience member who explained that gifting a working farm to her children was preferable to selling and leaving them each $5 million. When I pressed her for more details – such as – “what do your children think of your plan?” She snapped her […]
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May 29, 2013 | by tomdeans_admin | Estate Planning, Family Succession, Lawyers and Advisors, Wills
Leading up to the release of my new book Willing Wisdom, I paid extra attention to the mail I received. Delivered to my home over the course of three months, were reminder letters from a host of personal service suppliers, including my accountant to file my taxes, my window cleaner, my lawn service, my insurance […]
Tags: accountant, advanced healthcare directive, annual physical, birth, Business Owners, death, divorce, estate planning, executor, financial situation, insurance professionals, lawyers, marriage, physical examination, power of attorney, reminder letters, separation, will writing, wills
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