Author Archives: Evan

What is the Elective Share?

When I am helping a financial planner with an estate distribution schedule one of the first thing I ask is whether “everyone is on the same team?” With that question I am asking whether both spouses have a similar testamentary intent and/or are they aware of each other’s testamentary intent?  The reasons that the questionContinue Reading

Our House Is On The Market

It was about a week ago that we put our house on the market. I never really understood people’s fascinations with their home insofar as I just looked at is as an asset (or liability) if it costs too much to hold on to you just sell it.  If the home no longer meets yourContinue Reading

Do You Know Your Monthly Nut?

Regardless of whether you make $46,000 or $460,000 almost everything in personal finance starts with what I commonly refer to as the “monthly nut.”  I am not sure where I got the term from, but knowing myself I probably giggled at first but now use it almost every single day when discussing someone’s financial situation. Continue Reading