Estate Planning | My Journey to Millions

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

What Type of Will Do You Have? Review of a Simple Will

As part of my day job I review a lot, and I mean a lot of Wills. Most Last Wills and Testaments are structured the same way; all assets are left to the surviving spouse and upon the second death to the children, outright. This type of structure is usually referred to as a

Continue reading What Type of Will Do You Have? Review of a Simple Will

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Same Sex Financial Planning is Important and Necessary

Not only do Same Sex Couples have to deal with the relationships problems we “straighties” do same sex couple have another level of problems associated with Financial and Estate Planning. Oh by the way, I just made up the word Straighties, I hope it gets picked up.

Before we start, I will let you

Continue reading Same Sex Financial Planning is Important and Necessary

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Your Health Care Documents are Often Forgotten When Creating A Will

Do you have a Living Will and a Health Care Proxy? As I drafted a Last Will and Testament tonight, I thought to myself do people understand what these ancillary documents are, or better yet, do people know they even exist?

While the documents themselves aren’t entirely difficult to understand, the

Continue reading Your Health Care Documents are Often Forgotten When Creating A Will

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

What is the Estate Tax Trap High Net Worth Individuals Fall into?

Irv Blackman is an experienced CPA and lawyer who specializes in estate planning, business succession and asset protection.. He is the founding partner of Blackman & Kallick, the largest independent CPA firm in Illinois. He is the founding Chairman of the Board of New Century Bank, Chicago. Irv has authored 8 books, and his

Continue reading What is the Estate Tax Trap High Net Worth Individuals Fall into?

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Understanding and Determining your Testamentary Intent

I truly believe that everyone needs a will and have provided reason after reason why you need to create a Last Will and Testament ASAP. These reasons include:

Proper Distribution of Assets – Both in terms fo what you want and what is most efficient Guardianship Issues – Who is going to take care of

Continue reading Determining your Testamentary Intent and Avoiding Common Mistakes

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Where are Estate Taxes Going?

The question I hear the most when I am teaching classes are, where do you think the Estate Taxes are going? I always respond, they aren’t disappearing. Period. The current administration (along with the last one) is running through money like it was beer at a keg party! So is it likely that we are

Continue reading Where are Estate Taxes Going?

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Strange Will Bequests and Estate Plans

Did you ever think your last wishes were weird or strange? My mom wants Phantom of the Opera playing at her wake; luckily I talked her out of actually putting it in the Will I drafted for her.

My Last Will and Testament has certain provisions for hundreds, if not thousands, of glass coke bottles

Continue reading Strange Will Bequests and Estate Plans

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Is your Hand Written Will Unenforceable? Does your State Recognize Holographic Wills?

In the past I have discussed Who Needs a Will? hint: Everyone and have provided 10 Reasons why YOU need a Will As Soon as Possible but something occurred to me, not everyone knows the requirements to create a valid Will in their state.

I was discussing the possibility of drafting a Will for

Continue reading Is your Hand Written Will Unenforceable? Does your State Recognize Holographic Wills?

Page 1 of 3
1
2
3
>

Advantages of Using a Prepaid Credit Card

There are many benefits to using a prepaid credit card. A prepaid credit, also known as a secured credit card is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.”

Continue reading Why Use a Prepaid Credit Card?

Supporters of My Journey to Millions

What Type of Will Do You Have? Review of a Simple Will

Same Sex Financial Planning is Important and Necessary

Your Health Care Documents are Often Forgotten When Creating A Will

What is the Estate Tax Trap High Net Worth Individuals Fall into?

Understanding and Determining your Testamentary Intent

Where are Estate Taxes Going?

Strange Will Bequests and Estate Plans

Is your Hand Written Will Unenforceable? Does your State Recognize Holographic Wills?

Advantages of Using a Prepaid Credit Card

Categories

Supporters of My Journey to Millions

Recent Comments

Supporters of My Journey to Millions

Categories

Popular Posts

Recent Comments