It’s More Than Money

What Is a Life Settlement?

Imagine you’re cleaning out your attic and run across a box of dusty old books. You decide it’s not worth the time and effort to sell them, so you take the whole box to the dump. That same night, you happen to update your mom on your completed to-do list, making sure to include all

Welcome to the Herd Mentality

In 1976 I went to work as a stockbroker. Five other brokers and I shared a bullpen, the perfect Petri dish for the Herd Mentality. Every two desks shared a stock quote machine. We were in constant earshot of each other and “dialed for dollars,” almost in unison. When one of us hit a dry

Dying With a Will Could be the Least of Your Problems

Advanced estate planning can’t include every “what-if” scenario. In my wife’s family things didn’t exactly play out like they’d planned. Her parents each wrote their own obituary years before their deaths…or so we thought. It turns out that Anne’s mother authored both obituaries. Her mother’s read that her husband “preceded her in death” and his