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The Right Way to Draft Your Will

by Ken Dolan on February 10, 2010 8:34 AM

Everyone - and we mean everyone - should have a will. We know they're not fun to think about, but not having one could mean your loved ones aren't cared for the way you'd like. We'll show you the best way to draft your will.

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Do You Need a Living Trust?

by Ken Dolan on January 11, 2010 7:27 AM

As you consider your estate planning strategy, you may want to look into a living trust. For some, this option offers many smart money advantages over a will - such as avoiding costly probate court and taking care of your needs while you're alive. Here are the facts about living trusts to help you decide if they are right for you and your loved ones.

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Money and Re-marriage

by Ken Dolan on December 9, 2009 8:05 AM

A remarriage and blending of families can bring much a lot of excitement and joy--but also many financial headaches. Talking about details such as wills and estate benefits are crucial to avoiding legal problems down the road. Here's how to kick off your new life together the right way.

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Year-End Smart Money Move #4: Check Your Life Insurance Beneficiaries

by Ken & Daria Dolan on December 4, 2009 12:35 PM

It may not sound like much fun, but our Year-End Smart Money Move #4 only takes 5 minutes and it can make a world of difference. Make sure your life insurance proceeds make it into the hands of your loved ones when you are gone with this simple tip.

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Strategy to Avoid Estate Taxes

by Ken Dolan on December 4, 2009 8:01 AM

Chances are good that the Bush estate tax repeal will be wiped out by Congress this year. That means you could lose as much as 45% of your estate to taxes! Here's a strategy that can reduce your estate taxes so your loved ones keep more of what you worked so hard to leave behind.

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8 Estate Planning Mistakes to Avoid

by Ken Dolan on October 7, 2009 10:52 AM

We know that a subject that involves talking about death is absolutely no fun. In fact, it's a little depressing, but very necessary. You owe it to yourself and, most of all, to your heirs to suck it up and make some smart estate planning decisions that will pay huge dividends when you're gone.

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The Right Way to Draft Your Will

by Ken Dolan on February 10, 2010 8:34 AM

Everyone - and we mean everyone - should have a will. We know they're not fun to think about, but not having one could mean your loved ones aren't cared for the way you'd like. We'll show you the best way to draft your will.

More »

Do You Need a Living Trust?

by Ken Dolan on January 11, 2010 7:27 AM

As you consider your estate planning strategy, you may want to look into a living trust. For some, this option offers many smart money advantages over a will - such as avoiding costly probate court and taking care of your needs while you're alive. Here are the facts about living trusts to help you decide if they are right for you and your loved ones.

More »

Document Checklist: Managing Your Aging Parents' Finances

by Ken & Daria Dolan on November 5, 2009 3:11 PM

If something happened and you needed to jump into your parents' financial affairs, could you? Too many of us put off talking to our aging parents about money until it is too late. Here's a list of financial documents you need to be able to locate.

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Strategy to Avoid Estate Taxes

by Ken Dolan on December 4, 2009 8:01 AM

Chances are good that the Bush estate tax repeal will be wiped out by Congress this year. That means you could lose as much as 45% of your estate to taxes! Here's a strategy that can reduce your estate taxes so your loved ones keep more of what you worked so hard to leave behind.

More »

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