Quantcast

Estate Planning RSS Feed

Estate Planning Image

View All Content In This Category  |  Search In This Category
Generic Member Avatar

8 Estate Planning Mistakes You're Making

by Ken & Daria Dolan on June 17, 2011 10:42 AM

Dear Friend, Death and taxes. Neither is any fun to think about, but both are inevitable. With another tax season behind us, you don’t have to think about taxes for a while, but don’t let... More »

From the Mailbag: Reverse Mortgages

by Ken & Daria Dolan on November 23, 2010 12:29 PM

Reverse mortgages have become increasingly popular as many seniors find themselves financially strapped because of both historically low interest rates and portfolios ravaged by the stock market during the past two years. A reverse mortgage enables older homeowners (62+) to convert part of the equity in their homes into tax-free cash without having to sell the home, give up title, or take on a new monthly mortgage payment.

More »

Insurance is a Numbers Game

by Ken & Daria Dolan on August 11, 2010 8:47 AM

Did you know that there is a .33% (less than one half of one percent) chance that you will get in an automobile accident? But you have auto insurance, right? Did you know that there... More »

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 »

More Recent Content

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.

More »

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 »

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 »

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.

More »

More Top Content

 
 
 

Please log in or register to participate in this community!

Log In

Remember

Not a member? Sign up!

Did you forget your password?

close this window
close this window