We Really Should Consider Dying Without an Estate Plan (Government Knows Best)
Glenda Clausell '93
Now that we are all in agreement that our government and courts know best, here are some reasons why we should really consider dying without an estate plan:
(1) Courts can do a much better job of deciding how to disburse our assets than we can; (2) Courts can choose a more caring guardian or trustee for minor children or grandchildren than we can; (3) Courts can choose a better personal representative to handle our estate during probate than we can; (4) Our grieving loved ones will really enjoy paying additional legal fees and court costs than would otherwise be necessary; and (5) Government will use our estate tax dollars more efficiently than our favorite charity. Let's talk....
PRESENTATION: Coming Soon
Sudden Money: Managing a Financial Windfall
From inheritances and divorce to insurance settlements and retirement payouts, the largest transfer of wealth in the history of America is now taking place. For some, this welcome event is relatively stress-free. But for those who are inexperienced in dealing with a much larger sum of money than they are used to, they won’t know how best to handle it. Ever wonder why lottery winners and entertainers who become multimillionaires overnight find their fortunes dwindle quickly, and soon they are left with nothing —or even worse—bankrupt? In this workshop, we will discuss the three sequential phases and the process that you should take when experiencing “sudden money.”
PRESENTATION: Sudden Money (PDF)