Estate Planning Information
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Alert: National Estate Planning Awareness Week is the Third Week in October (October 15-21, 2012)
Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up-to-date estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship [...]
2012 Cost-Cutting Money-Making Game™
Personal cash-flow management and managing your spending habits are key areas of personal financial management, and are concerns for many families. With fantastic new products arriving in the market daily, managing available cash becomes quite a challenge especially during a weak economy. This also becomes more challenging as we move into the various higher purchasing [...]
Charitable gifts come in many forms
Q: We getting ready to sell our business and are considering making some charitable gifts. What suggestions do you have on the best ways to donate? - T.W. Missouri A: When you decide the time is right time for you to make a charitable gift(s) to your favorite nonprofit organization or cause(s), don’t assume that just [...]
Modifying Estate Planning Documents for Someone Living with Parkinson’s Disease
Introduction to Planning and Drafting Documents for PD If you have or a loved one have Parkinson’s disease (PD) every estate planning document, as well as your planning itself (not discussed extensively in this article) should be modified and tailored to reflect your current circumstances and likely disease course. Naming Fiduciaries When Planning for a Client [...]
Planning for elders’ financial & health matters
It is wise for your parents to have their documents in order. That way, they will have set up the desired legal mechanisms to help manage their financial, health and personal affairs when they’re unable to do so for themselves. Here are some considerations to keep in mind. HANDLING FINANCIAL MATTERS There are several [...]
The 2010 Tax Relief Act was signed into law December 17, 2010
On December 17, 2010, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (The 2010 Tax Relief Act) into law. This came the day after Congress adjourned its year-end lame-duck session passing this massive piece of legislation consisting of many short-term fixes that will need to be addressed in [...]
Please Note
Information on this page came from
EstatePlanningAnswers.org, a service of The NAEPC Education Foundation and
National Association of Estate Planners & Councils.
EstatePlanningAnswers.org offers a collection of informative life event
articles and resources related to estate and financial planning. Within these
articles you will find checklists, downloadable worksheets and forms, and links
to many valuable resources.
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