How to Avoid Probate What if your hard-earned savings did not make its way to your intended recipient(s) upon your passing? As we mentioned in a previous post, it’s worse than lost luggage. While a will is a good start for estate planning, it typically is not enough to avoid the costly, time-consuming, and public…
Beyond Your Finances, Estate & Legacy
Spring Cleaning: Personal & Financial Growing up the two most detested words were when my mom would announce every April that it was time to begin our “Spring Cleaning”. It meant endless hours of moving furniture and tearing our bedrooms apart to clean under and behind our beds and dressers, wiping down baseboards and…
This is the first in a series of articles on preparing for retirement. The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I…
In 1984, Prince hit the top of the Billboard Charts with his single “When Doves Cry.” Well, if those doves were intended to be beneficiaries of his estimated $300,000,000 estate then they are surely crying now. Court documents have been filed stating Prince’s sister does “not know of the existence of a will.” Whether your…
We’ve all been there. You are the last person at the luggage carousel. There’s a lone duffle bag circling, unfortunately it is not yours. Everyone else has set out for their next stop. It’s becoming real. Your luggage is not joining you on your trip. Yes, this is bad. Your luggage did not make it…
Originally published November 25, 2015 Rita Itsell featured in the Wall Street Journal PDS feels very blessed to have opportunities to share our stories with broader audiences, in hopes that it helps them simplify a complex problem. In this most recent opportunity, as featured in the Wall Street Journal, PDS Planning’s Managing Principal, Rita Itsell…
Jamie Menges was recently interviewed by the Wall Street Journal to discuss how families sometimes struggle to close an estate of a recently deceased loved one. The experience of PDS is that this is as much about helping families who are personally mourning the loss of a loved one as it is completing a task…
