Thursday, January 30, 2014

Common Sense: What a Concept!

Do you use common sense before acting on what you read on the internet?

Wouldn't it be great if we could all use some common sense before acting? Of course it would and yet our lives are full of numerous examples of where this concept did not hold true. Among the many examples of this is how often people act without thinking from something they read on the internet or receive via email.

Have you ever clicked on a link you shouldn't?

Have you ever read something and acted on it without considering that it may have come from an internut?

That's right, I didn't misspell, I said, "internut". That is the common nickname for the con artists that have infected the internet, they are referred to internuts. I like to just call them con artists and hope that you will too.

My message today is about exercising some common sense before you act on things you encounter or read on the internet. Just because you read it there is reason for pause. I advise ALL clients not to act on internet advice before checking out with their actual advisors. I can tell you that the clients who followed this advice saved themselves a ton of money.

What does it take to exercise common sense about the internet? Try these simple steps:

1. Stop before clicking and acting.

2. If something sounds too good to be true, it usually is.

3. Never, ever trust an internet source as your only source. Verify, check out and take it to your CPA, lawyer or other advisor before acting. Ask a trusted friend or family  member before jumping into that offer.

Three easy and simple steps and added up they equal common sense.

Let me know your thoughts and please join our conversation. I look forward to hearing from you. Thank you.

Bernie Greenberg


Monday, January 27, 2014

The 6 biggest estate planning mistakes NFL players make | LifeHealthPro

Did you know that professional athletes have to do their estate plans, just like you do? Here is a list of the mistakes NFL players make and the list sounds familiar doesn't it?

The Super Bowl is this coming Sunday and my favorite team is playing. You can guess who that team is since I live in Colorado.

And wouldn't you know, an estate planning attorney can weave estate planning into a discussion of the Super Bowl.

Here is an excellent article that discusses how professional athletes must pay attention to estate planning to make their very short careers of value in their lives.

The 6 biggest estate planning mistakes NFL players make | LifeHealthPro:

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Let me know your thoughts by joining our estate planning conversation. Also, let me know if you can correctly guess my favorite team.

Bernie Greenberg

Monday, January 6, 2014

Discussing Estate Planning With Aging Parents: 3 Ways to Make the Conversation Go Easier

There comes a time in your life when your roles as children will reverse. In this article on the American Academy of Estate Planning Attorneys Blog, this reversal of roles is discussed as relates estate planning.

Have you had this talk with your parents yet? Have you noticed a changing of the roles with your aging parents? For all of us this time will come and since estate planning and conversations about estate planning always are an act of love, having this conversation with your parents is am important transition in life.

Role Reversal: Discussing Estate Planning With Aging Parents | American Academy of Estate Planning Attorneys - Blog:

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Here are some tips to make this conversation go easier:

1. Remember that talking with your parents about estate planning is an act of love and not an attempt to gain favor or money.

2. Parents are less likely to enjoy this role reversal than you may be. Be sensitive to this and remember that your parents deserve their autonomy as long as it is safe for them.

3. Estate planning is a process that requires deliberate thought and expert guidance. You and your parents will fare better with the guidance of an estate planning specialist.

Let me know your thoughts and please join our conversation on this and other estate planning topics. Thank you for your interest.

Bernie Greenberg