Category: Asset Organization

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Contain Yourself: Fool Proof Solution to Getting Organized

By David Edwards on Jun 26, 2010 in Asset Organization, Funding and Asset Titling, Getting the Job Done, What a Will Doesn't, Wills and Trusts

Why is getting organized so much fun?  Well, I should rephrase that.  Getting organized is a lot of work.  But BEING organized is fun.  A while back Michelle and I went to the Container Store in St. Louis.  Who would think there is a store with nothing but containers for storing things?  And it’s fun [...]

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Two Types of Asset Organization Mistakes

By David Edwards on Feb 27, 2010 in Asset Organization, Funding and Asset Titling

There are two types of asset organization mistakes that mess up estate plans.
What do you own?
How long would it take you to make a list of all of your assets, debts, income and the contact information for each of those? Would it take a while? If you passed away suddenly, would it take [...]

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Jigsaw Puzzles and Asset Titling

By David Edwards on May 26, 2009 in Asset Organization, Funding and Asset Titling, Wills and Trusts

Let’s think of estate planning as a puzzle.

1. WHAT’S THE PICTURE?
Do you like to know what the picture is that you’re putting together when you work a puzzle? In fact, when I go to buy a puzzle, I only have 2 criteria – the size (usually 500 pieces) and what the picture is. [...]

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