Category Archives: Consider This

General thoughts and topics related to estate planning. These are the things that didn’t really fit well in any other category.

Catch Me on the Radio!


I was the guest on the Ron Siegel Home and Finance radio show on Wednesday, June 19th [Money Radio 1200 AM (Desert), AM 1510 (Inland Empire / Orange County) and AM 1450 (North San Diego)]. You can catch the archive … Continue reading

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Top 10 Mistakes People Make in Estate Planning, Wills and Trusts: # 8 – Failure to Plan for Taxes


There are several types of tax that may apply when a person dies. Failure to plan for these may result in higher taxes, imposition of penalties or interest, and lost opportunities. Some of these taxes are: Federal & State Income … Continue reading

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Top 10 Mistakes People Make in Estate Planning, Wills and Trusts: # 9 – Failure to Inform


Failure to inform means failing to let others know important things about your wishes and finances that they will need to know if you die or become incapacitated. Where is your Will? Do you have a trust? Do you have … Continue reading

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Top 10 Mistakes People Make in Estate Planning, Wills and Trusts: # 10 – Failure to Plan for Liquidity


Failure to Plan for Liquidity is a common error. This mistake can occur regardless whether you’ve made a Will or estate plan, and even if you have a trust. For example: →  You want to keep your vacation home available … Continue reading

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Favorite Estate Planning Quotes: #8


Quotation No. 8:  “The finest inheritance you can give to a child is to allow him to make his own way, completely on his own feet.”  ~ Isadora Duncan

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Favorite Estate Planning Quotes: #7


Quotation No. 7:  “Sometimes the poorest man leaves his children the richest inheritance.”  ~ Ruth E. Renkel

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5 Things People Forget in Their Estate Plan


Remember These 5 Important Things in Your Will or Trust. Think you’ve thought of everything?  Consider these five things people commonly forget: 1. Digital Assets. Keep a list with your Will that identifies accounts, bills, email addresses – everything you … Continue reading

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Favorite Estate Planning Quotes: #6


Quotation No. 6:  “He who inherits a hill must climb it.”  ~ Spanish Proverb

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Favorite Estate Planning Quotes: #5


Quotation No. 5:  “Those who inherit fortunes are frequently more of a problem than those who made them.” ~ Congolese Proverb

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20 Advantages to Having a Trust (Part C: Protecting Loved Ones) 


Why should I make a trust?  This is a common question. In this series of posts, here’s twenty great reasons to have a trust! Part C: Trusts Allow You to Better Protect Your Loved Ones. 9. A trust can protect … Continue reading

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