As I shared in a previous article, I decided to retire from my full-time paid position a few weeks ago. I will do an article about how my “transition” to retirement is going and what I am up to in a future article. In this post, I want to share the main lessons I have … Read more
This article is a follow-up to my last one about leaving a legacy and estate planning. Once you get some up-front planning done, the next step is to put things in writing. I redid my own estate plan (my will and associated documents) last year, and I occasionally get questions about the best way to … Read more
In this, the first of two articles, I get into the sensitive and sometimes emotional subject of stewardship as it relates to estate planning. Whether you are older and already in retirement, or younger and this is perhaps the farthest thing from your mind, this is an important subject. Why? Because it is the way … Read more
