Seminar this Wednesday: Estate Planning for Blended Families

I’ll be presenting a seminar at the Orem Public Library on Estate Planning for Blended Families. When                 Wed, April 5, 7pm – 8pm Where                Orem Public Library, Media Auditorium (map) Description       Couples with blended families face special challenges when it […]

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When Dave Ramsey’s Wrong, He’s Really Wrong

I’ve listened to Dave Ramsey. My wife owns a couple of his books. I get what he does, and I think he probably does a some good–in the debt area, at least. But he’s not always right. For example, I don’t care for some of his opinions about life insurance and much of his investment […]

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Divorced? Going through a Divorce? Be Afraid. Be Very Afraid. And Change Your Beneficiary Designations

At least that’s the moral of this story. Actually, here’s the moral as stated at the end of that story: “The moral of the story for practitioners is clear.  Whenever you have a client that is either going through a divorce or is already divorced, do everything you can to get the client to change […]

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