My First Blog on this Website
Greetings and welcome to my blog!!! Given that this is my maiden voyage here, I thought that I’d share a bit more about myself that’s not in my bio and also share my “last best advice” from a...
View ArticleClik here to view.
The Good Estate Planning Result Under the Microscope
Every estate planner and client should be in pursuit of a good estate planning result, whatever that looks like for the particular client. I define that term differently than most. In my opinion, a...
View ArticleGeneral information about Buy-Sell Agreements: The Last Will & Testament for...
I’m pleased to announce that my latest book, Buy-Sell Agreements: The Last Will & Testament for Your Business, is out!!! In this blog, I introduce you to the book and identify some helpful...
View ArticleMy Ethical Will Story
I frequently do estate planning webinars, usually alone. Nevertheless, I always enjoy having a co-presenter, and I frequently work with Ed Morrow from Huntington Bank as my co-presenter, who’s...
View ArticleFamily Business Continuation Planning: The All-Important Keep-or-Sell Discussion
I view a frank and honest keep-or-sell discussion involving the entire family concerning the family business as perhaps the most important conversation that too few families in business ever have. Why...
View ArticleThe Specter of Retroactivity of Legislation-Impact on Defined Value Transfers
At the present time, there’s much discussion about possibly significant changes to both federal income and transfer taxes by Congress. One frequent twist that Congress has been known to use is to make...
View ArticleHome
Greetings! Welcome to my website, which is devoted to sharing information and resources about the benefits of purposeful estate planning. My passion is helping people determine the best estate plan...
View ArticleThe Human Side of Estate Planning: Come on in-the water’s fine!!!
The world of estate planning is divided into two worlds: the quantitative side and the qualitative or soft or human side. Most estate planners far prefer the world of the quantitative side of estate...
View ArticleDonor Advised Funds: What to Do? Is Reform Legislation Likely?
We’re hearing a lot of legislative noise lately out of our nation’s capital concerning donor advised funds (DAFs). Views vary significantly about what if anything should be done to address the...
View ArticleThe Legendary Bobby Bowden Dead at 91: My Brush with His Greatness
I noted the death of legendary former Florida State head football coach Bobby Bowden over the weekend at 91. I had an interaction with Bobby Bowden when I was LSU Homecoming Chairman back in 1981 that...
View ArticleMy New Book is Out–Yours, Mine & Ours: Estate Planning for People in Blended...
I’m pleased to announce that my latest book my ninth book, is out. Yours, Mine & Ours: Estate Planning for People in Blended or Stepfamilies (Paul Hood Services 2022) is the second book in my...
View ArticleCode of Whole-Person Professionalism Vol. 1
My oldest son, Paul III, recently graduated from Loyola (New Orleans) Law School. For a whole host of reasons, which are my fault, we don’t have much of a relationship at present, although I remain...
View ArticleCode of Whole-Person Professionalism Vol. 2
In this second blog on my Code of Whole-Person Professionalism, I begin to consider each pledge in the Code, and the associated annotations, i.e., supporting or illustrative quotes. In this blog, I’ll...
View ArticleCode of Whole-Person Professionalism Vol. 3
In this blog, I continue with three more pledges in my Code of Whole-Person Professionalism and the associated “annotations,” i.e., supporting or illustrative quotes. To consider “the big picture” in...
View ArticleCode of Whole-Person Professionalism Vol. 4
In this blog, I continue the consideration of my “annotated” Code of Whole-Person Professionalism with six more pledges from the Code and their associated “annotations,” i.e., pertinent quotes that...
View ArticleCode of Whole-Person Professionalism Vol.5
In this final blog on my Code of Whole-Person Professionalism, I cover the final six pledges and associated “annotations,” i.e., pertinewnt or supportive quotes, as well as some parting thoughts. I...
View ArticlePersonal Philosophy
I saw a meme that said: The days that break you are the days that make you. Been there. Done that. Bought the f@$king t-shirt. Immutable truth. Buckle up, buttercup. Jimmy Duggan was right: there’s no...
View ArticleRecommended Supplementary Books
In 1995, Professor Phil Harmelink, CPA, the then Chairman of the academic Department of Accounting at the University of New Orleans (UNO) asked me to replace the legendary Freddy Herzog (who worked for...
View ArticleDr. Doreen Downing Podcast Appearance
I recently was a guest on long-time psychologist Dr. Doreen Downing’s multiple award-winning and top 5% of podcasts by the number of downloads podcast, “Find Your Voice, Change Your Life.” The subject...
View ArticleRandom Zero Dark 30 Thoughts About “Last Times” You Ever Did Something
Have you ever considered the following? There’s a “last time” you have done every single thing that you’ve ever done in your life. Some of these activities were only done once or twice. Some were...
View Article
