Estate Planning
Money Roundup: Bringing Sanity to Kids’ Birthday Parties, Coupons To-Go, and More
Friday, September 30th, 2011
Every week, I read lots of personal finance articles so you don’t have to. Here are my latest picks for the best of the best. 10 Things Boomers Should Never Do With Their Money (Mainstreet). Good advice that pertains to younger people as well. How to Answer Behavioral Interview Questions (US News). This is a ... [Read more]
No Comments » 
Where There’s a Will There’s Wise Planning
Wednesday, April 27th, 2011
More than any other document, a will puts you in touch with your mortality. That probably explains why, according to a survey by Lawyers.com, 65 percent of adults in the U.S. don’t have a will. However, if you care about what happens to your property after you die – and more importantly, if you care ... [Read more]
Organizing Your Financial Life
Thursday, April 22nd, 2010
Many years before my parents passed away they gave me an envelope containing copies of their wills, living wills, power of attorney documents for healthcare and finances, and a map of my father’s office indicating what papers where in what file cabinets. It was an uncomfortable meeting, and it was a great gift. Losing a ... [Read more]
Double Checking Your Beneficiaries
Thursday, April 22nd, 2010
When was the last time you checked your beneficiary designations? If it’s been a while, take a few minutes to review your life insurance policies and investment accounts like workplace retirement plans and brokerage accounts. That’s one of the 38 financial fixes highlighted by Kiplinger’s Personal Finance magazine. When I double-checked our life insurance policies ... [Read more]
Three Documents You Can’t Do Without
Thursday, July 23rd, 2009
MSN’s Liz Pulliam Weston makes a strong case that everyone should have a durable power of attorney for health care, a durable power of attorney for finances, and a living will. Should you become incapacitated, these documents will name someone to make decisions about your medical care and finances (you don’t need to choose the ... [Read more]
