Wills

“Famous Mess”

Even the famous leave behind a mess for their families. This week, let’s review the current status of Anne Heche’s estate. It’s an example of what not to do … The Backstory August 5 2022, Heche accidentally drove her car into a Los Angeles residence. The collision resulted in a fire with Ms. Heche hospitalized. […]

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On-going Review

Have you considered a “life review” recently?  How often do you change the oil in your car?  How about your tires?  What about having a medical check-up?  Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not

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Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

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What if …

This week I stumbled upon an article.  If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life.  Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I

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The Living Planner Advisory Perspective Series – Shoup Legal

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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The late musician Prince didn’t have a will, just like six in 10 of us

If Prince were your client, here’s the best piece of advice he should have heard When the news came this week of Prince’s death, then that he had no will, the incongruity seemed odd with his apparent control of the other areas of his music career and life.  Leaving no directions through a will/trust, what

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