The Tale of Two Seminars

I have often stated how estate planning serves different needs. It is not a one size fits all and it is not for just one type of planner. For example, I am speaking on estate planning to 2 different groups today and promoting my book, Stop! What are you waiting for? Your Step-By-Step Guide to Estate Planning.


First, an association of ministers will be interested in how charitable estate planning can be encouraged amongst their congregation. Many people during their lifetime financially support their religious organization through some consistent giving arrangement. Their giving can extend beyond their lifetime if plans are made. If not, the giving stops when they die.


Second, an association of independent financial advisors will want to know how their clients' assets can be protected with estate planning. What are the latest tax issues affecting estates?

Though the conversations will be very different, the goal to take the time now to plan for the future is the same. Contact us at http://www.ythlaw.com/ or leave your comments here.

Your Investment Strategy

I am attending a session this evening on rethinking your investment strategy. In these unsure economic times, it becomes more challenging to know what might work best with your investment, for those that might still have investments.

In my practice, I have met those whose entire savings and investments have been depleted. I have met those affected by the vast Ponzi scheme constructed by Bernard Madoff. This was undisputedly the first worldwide Ponzi scheme — a fraud that lasted longer, reached wider and cut deeper than any similar scheme in history.

What a financial or investment advisor might share at this time is intriguing to me and I look forward to sharing with you my "take aways" from the discussion. Stay tune tomorrow for my report.

Share your comments here or contact me at http://www.ythlaw.com/

SEVENTH of TEN Hot Estate Planning Topics

SEVENTH, who do you turn to for estate planning? Many people are confused with just who should handle estate planning for them. Should it be a financial advisor, insuranace professional, an accountant or an attorney. My short answer is that you need an estate planning attorney to handle your estate planning. In my practice, I use a team approach to estate planning. I coordinate the other professional advisors of a client to make sure we are addressing the client's needs consistently. It is a very confusing time for people when getting their affairs in order. One person does not have the entire picture. That is why I reach out to those professionals my clients have entrusted with their financial, business and personal affairs. If you do not know how to get started, you are not alone. A free consultation is one way I help people get started. Most people just need the process explained to them by someone who understands but more importantly has their best interest at heart. Are you confused about the process? Do you need someone to help guide you through the process, someone you can trust? Blog your concerns here or call for a free consultant.