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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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Daily Dish Tip: Where NOT to Keep Your Will

by Ken & Daria Dolan on November 3, 2009 12:30 PM

Today's Tip: We all know that we need to keep our will in a safe place. One option that many people consider is a safe-deposit box. Bad move!

Most states require a bank to seal a safe-deposit box upon the death of it's owner until the contents are inspected and a proper death certificate is provided.

We suggest you keep an original copy in your lawyer's office, keep an unsigned copy in your files at home and give an unsigned copy to a close friend or family member.

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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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Check Your Beneficiaries Today!

by Ken Dolan on September 24, 2009 1:41 PM

When your first open and IRA, 401(k) or annuity, you're asked to name a beneficiary. Do you even remember who you chose? For the sake of your loved ones, it's time to check your accounts and make sure your money will go to the right people when you're gone.

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Love The Second Time Around!

by Ken Dolan on February 5, 2008 2:56 PM

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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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 »

Draft Your Will the Right Way

by Ken Dolan on September 19, 2007 8:04 PM

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 go about this important task.

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Do You Need a Living Trust?

by Ken Dolan on September 21, 2007 5:48 PM

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 »

Give Away Your Home - the Right Way

by Ken Dolan on September 20, 2007 3:00 PM

Estate taxes can take a huge bite out of what you want to pass along to your loved ones. Want to lower your estate taxes? Start with your largest asset — your home. Here are some strategies to get your home's value out of the estate and reduce the tax hit. More »

Daily Dish Tip: Where NOT to Keep Your Will

by Ken & Daria Dolan on November 3, 2009 12:30 PM

Today's Tip: We all know that we need to keep our will in a safe place. One option that many people consider is a safe-deposit box. Bad move!

Most states require a bank to seal a safe-deposit box upon the death of it's owner until the contents are inspected and a proper death certificate is provided.

We suggest you keep an original copy in your lawyer's office, keep an unsigned copy in your files at home and give an unsigned copy to a close friend or family member.

More »

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