No, really. You need a will. By Judy Heft

No, really. You need a will.

Planning an estate can be unpleasant to think about — going over worst-case scenarios is usually something reserved for nightmares, not something you would consciously attend a meeting to discuss. In my experience, the most common reason parents don’t get wills is because they cannot agree on guardians for the… Continue Reading..
Young, but not Invincible By Judy Heft

Young, but not Invincible

It’s not uncommon for young people to think that they don’t need an estate plan because they don’t have that much to divide up. Regardless, it’s still a good thing to make sure your will is in order. One common thing I hear is Why bother? All of my assets… Continue Reading..
Forensic Bookkeeping in Divorce By Judy Heft

Forensic Bookkeeping in Divorce

Last week I talked about a special project we’ve been working on to help settle an estate. This week I have another special project to talk about, centered around divorce. I recently received a referral from a financial advisor colleague. It involved a very high-profile divorce featuring an ex-wife (Diane)… Continue Reading..
Today (and Everyday) Is a Great Day to Update Your Will By Judy Heft

Today (and Everyday) Is a Great Day to Update Your Will

People talk about how time goes by so quickly—and seems to accelerate as we age—yet a startling number of people still do not have wills, or if they do have one, it’s not updated. People have a habit of tucking them away and forgetting about them...and the next thing they… Continue Reading..

Your Family Needs the Will to Survive

People don’t like to think about making a will, and I get it. Nobody wants to think about death. But consider for a moment some of the intangible aspects of life, like bonds between brothers, sisters, cousins, aunts and uncles. By not having a will in place, these things can… Continue Reading..