Tag Archives: Estate planning

Estate Planning: Tips for Every Age

Young or old, parent or grandparent, you can learn the ropes of estate planning at any age
Posted on July 19, 2014 by MaryFrances Knapp (Blog Writer, SevenPonds)

3 Tips for Estate Planning at Every Age: 1) As a Grandparent: Reflect without Fear Are you content with your plans? Do you feel you’ve properly communicated with your loved ones? This is your time to reflect. Consider final questions … Continue reading →

Posted in Practical Tips | Tagged , , , , , , , | Leave a comment

How to Avoid Procrastination in Estate Planning

Procrastinating the start of estate planning isn't uncommon. Here are three tips to motivate yourself to get going, get organized and stay with it
Posted on June 21, 2014 by MaryFrances Knapp (Blog Writer, SevenPonds)

1) Set reasonable goals Maybe your first month of planning will be dedicated to your will, life insurance or understanding of estate taxes – but make sure that you divide up your goals by setting gradual deadlines. It will make … Continue reading →

Posted in Practical Tips | Tagged , | Leave a comment

Estate Planning After Death: The Questions to Ask

How to settle an estate after death? Let your inquisitiveness be an asset in the process
Posted on May 31, 2014 by MaryFrances Knapp (Blog Writer, SevenPonds)

Practical Tips: The Trickier Questions of Estate Planning Understanding how to settle an estate after death can feel like opening a batch of Russian dolls—you find one problem, question or concern after another. SevenPonds has spoken to many estate planning … Continue reading →

Posted in Practical Tips | Tagged , , , , , , , , , , | Leave a comment

How Do You Get Started with Estate Planning? An Interview with Nancy Williamson

Nancy offers up her three tips for estate planning
Posted on October 12, 2013 by Suzette Sherman (Founder, SevenPonds)

Today SevenPonds speaks with Nancy Williamson of San Jose Wills and Trusts in San Jose, California. Nancy is an attorney of law who specializes in estate planning. She graduated from University of the Pacific, McGeorge School of Law and has … Continue reading →

Posted in Professional Advice | Tagged , , , , , , , , , , , | 1 Comment

What is Mediation? An Interview with Jason S. Buckingham

A legal veteran of estate planning and mediation tells us about conflict resolution and the importance of empowering discussion
Posted on November 24, 2012 by Antal Polony (Blog Writer, SevenPonds)

Jason S. Buckingham is an attorney based in Benicia, California, who has worked with end-of-life legal issues for many years. One of his specialties includes mediation, where a legal professional helps to guide families who are experiencing an end-of-life through … Continue reading →

Posted in Professional Advice | Tagged , , , , | Leave a comment

10 Tips to Help You Navigate the Estate Planning Process

Attorney John O'Grady offers these tips for getting -- and keeping -- your affairs in order.
Posted on October 24, 2012 by Dana Sitar (Blog Writer, SevenPonds)

Estate Planning Lawyer John O’Grady recently offered some sound advice to SevenPonds readers for launching the tough conversation about end-of-life and creating a Will through his interview for our Professional Advice segment. We know this is a tricky topic, so … Continue reading →

Posted in Something Special | Tagged , , , , , | 2 Comments