Pilot Fish Personal & Professional Development, LLC
 
 
  
Death, Taxes and Sordid Affairs assets beneficiary estate plan family legal real estate wealth wisdom

Death, Taxes and Sordid Affairs

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The average American’s estate plan consists of . . . nothing. Fully seventy percent of adults have prepared nothing with respect to their estate. Although there are a myriad of issues that can arise in crafting an effective pl

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Three suggestions for protecting your estate plan estate plan organization planning

Three suggestions for protecting your estate plan

You know you need an estate plan. And it’s good practice to protect your legacy, your family and your wishes. Whether you create a will, a trust, appropriate beneficiary designations on accounts, or some combination of the foregoing and other a

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Protecting Your Family

Have you wondered how can you protect your loved ones – especially if they have special concerns —  if you should pass away?  So many of my clients are worried that someone will try to take control of their family and their money and their family will wind up fighting ov

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