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  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 Continue reading Who is Going to Take Care of your Pet IF you Die? 
As the baby boomers get older, and we continue to hear the oft repeated saying,
We are about to experience the greatest transfer of wealth in history One of my planners recently asked my opinion about a situation – his client, a concerned parent, is Continue reading Naming a Trust as Beneficiary of an IRA  This is the second part in my series on Wills. Before going into the types of Wills, remember that everyone needs a will. The easies type of Will is known as a Simple Will a/k/a “The I Love You Will” (I will use them interchangeably). What is a Simple Will or I Love you Continue reading A Simple or I Love you Will August 7th, 2008 | Tags: Estate Planning, Intestacy, Spendthrift, Trust, Will | Category: Estate Planning | 3 comments
Advantages of Using a Prepaid Credit CardThere 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? |
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