I’ve been trying to think through our legacy planner, J____’s, comment about how he is Peyton Manning and I am constantly second-guessing him, “running onto the field” and attempting to play quarterback.

As I’ve thought about it, I realize J____ has made a number of suggestions or recommendations to us over the half year or so we have been working together. And, after due consideration, I have (and I should say, Sarita and I have–we have) rejected several of them. Read the rest of this entry »

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Yipes!

We’re not talking light work, here, when we put together a legacy plan! G____ wants pretty much everything related to our financial and legal situation: Read the rest of this entry »