Even If Your Vision is 20/10, Hindsight is Still 20/20

By Judy Fishman

Posted Nov 19, 2019 in Publisher's Page

A comfort zone is a beautiful place but nothing ever grows there.  ~ Unknown


The financial planning segment of my life has always been the least interesting to me. Nevertheless, while still in my 40s, I did the responsible thing—or so I thought—and sought the help of a tax attorney. She set me up with a Will, a Living Trust, a Revocable Trust and an Irrevocable Trust but didn’t explain how best to fund them. On dozens of occasions since then when dealing with investment strategies, I’ve groaned to various financial advisors as well as my bookkeeper and accountant, “I don’t get it; please explain that again . . . slowly.”


Whenever words like trusts, GRATs, probate, P.O.D.s, T.O.D.s and DPAs came up, my eyes glazed over and my brain shut down. I didn’t want to hear about planning for “my death.” I wanted...

Please Log In or Sign Up (it's free) to read the rest of this article
About The Author

  • Judy Fishman

    CEO/Publisher at LMT Communications, Inc. · Newtown, CT

    Serving the needs of the dental laboratory community has been Judy's core mission for over 36 years. An industry leader known for her integrity & optimism, Judy understands the needs of the market and develops practical...

Please Log In or Sign Up to post to this article