As discussed in yesterday’s Thought of the Day, substantive Process in estate planning is the key to planning success. Traditional estate planning (TEP) is one-dimensional and fails to incorporate significant Process (goals, ideals, benchmarks) to fully design and implement the planning. TEP is analogous to a boat without sails or fuel, a car without a battery, a marriage without commitment. It looks good, but it won’t go far.
- Don’t Fall for These Genetic Testing Scams
- Are Seniors Being Over-Prescribed Medications?
- Elder Abuse Recognition and Reporting
- Know the Signs of Elder Abuse and Report It if Necessary
- The Importance of the Family Meeting in Your Estate Planning Process
- The New Elective Share/Augmented Estate Legislation – What Clients Need to Know
- The SECURE Act: Ballistic Missile Alert or False Alarm
- Financial Literacy + Self-Discipline = Wealth
- Is There Enough Oversight for Hospice Providers?
- Elville and Associates’ Client Care Program – Providing the Highest Level of Service, Working to Exceed Every Expectation, and Offering Benefits that Matter to Our Members