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Estate Planning Self Assessment Questions
Estate Planning Self Assessment Questions

By: Jim Dossey, MS, MBA, JD - We often ask the following questions to determine if a client needs estate planning and if so, what tools are avilable to meet their needs. Question Why We Ask the Question What are your goals with respect to your estate? Here, we are looking ...

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Blog posts in March, 2014

  • Want Your Ashes Scattered on the 18th Green? Here's How...

    By: Jim Dossey, MS, MBA, JD - Many people have specific ideas about how they want to be buried. Despite the occasional weird / funny disposition ...

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  • Etta James' Power Of Attorney

    By: Jim Dossey, MS, MBA, JD - Etta James, born Jamesetta Hawkins, died on January 20, 2012. Having won six Grammy awards, James gained fame with hits ...

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  • Jimi Hendrix Died Without A Will... And His Family Is Still Fighting...

    By: Jim Dossey, MS, MBA, JD - Jimi Hendrix, one of the world's most influential and famous musicians, died without a Will on September 18 th , 1970 at ...

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  • The Last Will and Testament of Philip Seymour Hoffman - How Not Being Married Can Cost Your Estate Dearly in Estate Tax

    By: Jim Dossey, MS, MBA, JD - Philip Seymour Hoffman, a highly talented and accomplished American actor and director, appeared in over 50 films over ...

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  • Estate Planning Tools and Strategies - Our Secret Sauce!

    By: Jim Dossey, MS, MBA, JD - This presentation describes the common tools and strategies that we use in our estate planning practice. Additionally, I ...

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