Author Archives: Evan

Top 10 Reasons You Need to Get a Will ASAP

I found out that my dad is having major surgery in a couple weeks, so I had to ask…”Did he have a will, and would he like his son, who works with wills everyday, to make sure it follows his testamentary intent and is tax efficient?”  Well, I was shocked when he told me, he didn’tContinue Reading

Life Insurance and Annuities may be Right for Retirement Despite Money Magazine

Let me say this first and foremost, I generally like Money Magazine, but I was so angry when reading this month’s issue.  It wasn’t just one article but rather the combination of two articles.  On page 29 there is an article titled, “Keep Your Nest Egg Safe from Uncle Sam” by Karen Cheney and the other titled,Continue Reading

Audit Worries – Your Surviving Family may be in for a Suprise

I was reading my fav. magazine today, Trusts and Estates and came across an amazing article.  Trusts and Estates Magazine has been around since the early 1900s and is read by most of the Trust and Estates world – it costs $35 an issue, but luckily work picks it up!   The article titled, “The AuditContinue Reading

Work at Home Scams on the Rise

While surfing the net I saw a great question posed on the Money Blog Network Forum, but a relatively new user, Hi Everybody I was wondering if it is worth it working from home, I have been trying to find a job through the papers and a bunch of online job sites but can’t evenContinue Reading

Free Oil Change from Mitsubishi – Should I do it?

I received an E-Mail the other day from Mitsubishi Motors offering me a free Oil Change, first thoughts, “Damn it, I don’t want to bring my car to the dealer!”  They are going to try and get me to buy a new car THEN when I tell them I don’t want a new car theyContinue Reading

The Government may owe YOU Money – Be careful when doing your 2009 Taxes

While reviewing The Wall Street Journal’s Personal Finance Site, I came across a great article written by Tom Herman titled, “Early Filers Piles on Errors.”  Mr. Herman highlights Most people who got a payment last year won’t qualify for an additional credit on their 2008 return. But millions of people who didn’t get anything, orContinue Reading