Orange City Estate Planning Blog

Our Core Values: Integrity

Integrity means doing what is right, even when no one is watching. It’s being the same person publicly, privately, and personally. It means aligning what

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The Planning Effect

Sitting bedside with her husband after his stroke, Jane is talking with the discharge planner for the local hospital. After discussing the level of care John will need, Jane and the planner have decided that the nursing home connected with the hospital is the only viable option for John’s needs. Now Jane needs to visit the nursing home and figure out how she will pay for John’s care. [Read More]

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I Digress: What is a “Money Story”?

I attended a conference in July of this year where I had the chance to listen to an unscripted conversation between a counselor and a married couple. Their conversation was focused around what the counselor called the couple’s “money story.” But what is a money story? [Read More]

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I Digress: Anniversary Plans

Our society has assigned value to marking the passage of time in a particular relationship. Collectively, we recognize that the commitment it takes to maintain a relationship is a significant investment of time and energy, effort and resources. So, we honor those persons or entities who have reached a milestone – usually a multiple of 5 – in terms of years spent on a relationship, whether personal or professional. [Read More]

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I Digress: “Map of My Kingdom”

It’s not often that an estate planner is the hero of any story, and estate planning is second only to tax law as the least exciting subject for story telling. But I think maybe that’s what makes “Map of My Kingdom” so impressive. Writer Mary Swander, Actress Cora Vander Broek-Brumlow, and director Matt Foss take an otherwise boring topic and make you love each hero and hate each villain. [Read More]

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