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HomeFinances

Posts in category: Finances

How Not To Get Legal Advice

June 9, 2017
AdviceAsset DistributionAsset ProtectionBeneficiariesEstate PlanningFinancesIndividual Retirement AccountsInheritanceJoint AccountsTrusteesTrusts

Becky Cholewka: I wanted to do a quick video on how not to get legal advice because, unfortunately, this is one of the biggest areas that I see a lot of people trip up on. A lot of people are getting legal advice from their tax person, their financial

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Setting Up POD or TOD On Your Bank Accounts

April 28, 2017
Advance DirectivesAsset DistributionAsset ProtectionBeneficiariesBusiness PlanningDebt SettlementDisinheritanceDocumentsEstate PlanningFinancesIndividual Retirement AccountsInheritanceJoint AccountsOnline AccountsProbateWidowsWills

Becky Cholewka says: I wanted to take a moment and give you a couple tips about your checking savings and brokerage accounts. One way to make sure these accounts avoid the probate process is to make sure you have a beneficiary listed on each of your

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6 Ways a Lawyer Can Help with Finance

April 7, 2016
Business PlanningDurable Power of AttorneyEstate AdministrationEstate PlanningEstate TaxesFinancesLife InsurancePower of AttorneyWills

  Working with your attorney to create a Durable Financial Power of Attorney (POA) ensures that, in the event you become incapacitated due to illness or injury, your financial affairs continue to be handled properly. With this document, you as

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Is your Estate Plan a Trojan Horse?

August 17, 2015
Estate AdministrationEstate PlanningFinancesInheritancePower of AttorneyTrusteesTrustsWills

On January 31st of 2014, the Chinese celebrated the Year of the Horse. Which got me thinking about famous horses: Black Beauty, Secretariat, Trigger, Sea Biscuit, Silver, the Budweiser Clydesdales, Man O’ War, Pokey, and even the Trojan Horse. That fam

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Should You Tell Your Kids How Much You Are Worth?

February 26, 2015
FinancesWealth

Should your children know how much money you make or how much you are worth? View image | gettyimages.com An article in the New York Times says, yes, sort of. It says you can begin to initiate them into your financial world as early as age 5 or

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Can’t Stay Retired?

January 8, 2015
FinancesRetirement Planning

Some people can't wait for the day they can retire. Others, though, have no plans to quit working. Or they do retire, then decide they can't stand it. An article in the New York Times details the stories of several folks of retirement age who "failed"

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Women Have Different Money Needs

November 27, 2014
FinancesRetirement PlanningWealthWidows

Women are different from men in lots of ways. One is in their financial planning needs. http://gty.im/175179565 An article in Forbes outlines the reasons: women live longer than men, earn less, save less and have different insurance needs. They a

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Getting Ready For Life As A Single Woman

October 30, 2014
Estate PlanningFinancesLife InsuranceWidows

Widowhood is probable for most women in the United States. Women are four times more likely to outlive their husbands. And they live on average another 10 years. But many are unprepared for the changes in store. http://gty.im/483966547 New widows ar

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An Estate Planning Bucket List

October 16, 2014
Estate PlanningFinancesInventoryWealth

Have a bucket list? Want to jump out of a plane? See the Pyramids? http://gty.im/185550597 An article on investopedia.com has a list of things to do before you die, but they all have to do with estate planning. The story lists 16 things. We will

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Is Writing A Will Like Backing Up Your Computer?

August 21, 2014
Estate PlanningFinancesPower of AttorneyWills

A little planning prevents a lot of trouble later. Its the same in life as it is in computing. English: Toshiba 1 TB 2.5" External USB Hard Disk Drive (Photo credit: Wikipedia) A story in Time compared the two. The writer was distraught as her comp

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9 Ways To Make Things Easier For Your Survivors

May 1, 2014
Digital AssetsEstate AdministrationEstate PlanningFinancesFuneral PlanningWills

When you die, somebody is going to have to settle your financial affairs. It isn't an easy job. So why not make it easier for that person or persons? Here are nine things you should do to make it easier for your survivors to settle up your affairs, acc

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Talk About Money Before Heading To The Altar

March 6, 2014
BeneficiariesEstate PlanningFinancesJoint Accounts

With wedding bells in your future, you may think that discussing money with your future spouse is gauche. Wedding Bells (Photo credit: Wikipedia) It isn't. Talking about finances may be nearly as important as talking about the reception or honey

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Updating your Will with a Codicil

January 9, 2014
BeneficiariesDocumentsEstate PlanningFinancesWills

Executing a will is a great way to begin the estate planning process. However, it is important to continually update a will as your circumstances change. Marriage, having children or grandchildren, a major change in your finances, and the sale of a house

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I Have a Will, is my Estate Plan Complete?

January 2, 2014
BeneficiariesEstate PlanningFinancesPower of AttorneyWills

More and more individuals are turning to the Internet to cheaply create their Last Will and Testament. Although a will is a vital part of any estate plan, a good estate plan includes more than a will. A recent article discusses three additional documents

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What if a Parent Won’t Discuss His or Her Estate Plan

October 10, 2013
ConservatorshipEstate PlanningFinancesPower of Attorney

Although estate planners are constantly encouraging family members to discuss their estate plans with one another, some people simply refuse to do so. A recent article discusses what to do if your parents insist on staying mum about his or her estate plan

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