Objective information about financial planning, investments, and retirement plans


  1. Don Deasy says:

    Roger, great article – short and sweet!

    Now, as someone at Nike once said, “Just do it” . . . that is if you haven’t set up your own personal Estate Plan.

    • Roger Wohlner says:

      Don thanks for the comment. Just do it is a great way to put it, nobody likes to deal with their own mortality.

  2. Evan Guthrie says:

    Great article on the estate planning lessons that can be take away from celebrities. While some make take the warning of planning an estate from friends or family members, celebrities can step in as an extended friend in the absence of having a close example to learn from.

    • Roger Wohlner says:

      Thanks for the comment Evan. Often folks need to be nudged into doing what they need to do in terms of estate planning to protect their families and loved ones. This nudge can come from a celebrity death and if so that is a silver lining in an otherwise sad situation.

  3. Delores Lyon says:

    Thanks for sharing this great advice on estate planning, and what you want to do with your estate. It really is important to take care of your minor children in your will- they are the ones who need the most help from you. However, your other tips on figuring out where you want your money to go is also great!

    • Roger Wohlner says:

      Delores thanks for the comment and I’m glad you enjoyed the article. Certainly family farmers have unique estate planning services as I would guess they are often asset rich and cash poor in many cases.


  1. […] a will or estate planning document in place that includes naming guardians for any minor […]

  2. […] sure your beneficiary designations are up to date. As part of your estate planning, your IRAs pass to your heirs via a beneficiary designation, which overrides anything that you […]

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