Tag Archives: Estate Planning

Money Can do Good Things Money Can do Bad Things

Money Can do Good Things Money Can do Bad Things

I was reading the January/February 2011 issue of Money Magazine when I came across the “Readers to the Rescue Section.”  This particular issue’s question was “Is it okay to stipulate in a  will how inherited funds may be spend?”  First, thing is first, someone’s will is based on the eventual decedent’s testamentary intent, and if

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

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 Simple

Same Sex Financial Planning is Important and Necessary

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 know