Tag Archives: Estate Planning

Planning for Children with Special Needs – Part I Introduction

Disclaimer: You should always check with your financial or legal professional before estate or financial planning especially when dealing with as sensitive and advanced subject such as Children with Special Needs. I have no idea the reason, but I love estate planning and I hope that enthusiasm comes through on this blog.  There is somethingContinue Reading

Tax Mechanics of Intra-Family Loans

This post was inspired by a post titled, “Lending Money to Family and Friends” on a great blog fivecentnickel.   What are the Tax Mechanics of an Intra-Family Loan? Let me say this first: This is not a post about whether one should make loans between family members or friends, as such you may find itContinue Reading

Verify your Retirement Account’s Beneficiary

Verify your Retirement Account’s Beneficiary

The Supreme Court Has Spoken – Verify the beneficiary on your Retirement Account In a recent case the United States Supreme Court has made it clear, YOU BETTER KNOW WHO IS THE BENEFICIARY ON YOUR RETIREMENT ACCOUNT!  The case dated Jan 26, 2009, titled, Kennedy v. Plan Administrator for DuPont Savings and Investment was decided by the Court unanimouslyContinue Reading

Who is Going to Take Care of your Pet IF you Die?

Who is Going to Take Care of your Pet IF you Die?

Was reading a trade publication today called Trusts and Estates Magazine, I LOVE this magazine – it is a wealth of information written by tax professionals for tax professionals.  Most of the info in there is not approprioate for a personal finance blog…not because it is not interesting, but rather, it is written for thoseContinue Reading