Download PDF of this article here: Teach Your Kids Money Fundamentals Kids generally don’t understand money innately, and until they learn that money must be earned and is in finite supply at any given time, kids are apt to develop a one-way relationship with money and become very good spenders. Those are tough habits to…
Download PDF of this article here:Life Insurance Buy It But Dont Get Sold Life insurance is one of those things that, like estate planning, is capable of giving you an incredible sense of peace. It’s one of those things that will help you sleep at night, because you’ll know that your family is going to…
Download PDF of this article here: Preserving Your Assets While You’re Alive If you’re like most people, you’re worried about keeping your money. The new mantra on Wall Street is that a “return of your money is the new return on your money.” To put it mildly, the markets are presenting a challenge for most…
Download PDF of this article here: Election Year Antics Welcome to politics in 2012! Did you sign up for what we’re getting in America? In many ways, nobody is happy with the landscape. Most of us—Independents, Democrats, and Republicans alike—are unhappy (or even disgusted) with politics in general. It’s at the point of being most…
Download PDF of this article here: Different Kinds of Estate Planning Tools The type of trust we most commonly discuss is, without a doubt, the revocable living trust. While revocable living trusts are certainly effective in making sure that your estate avoids a lengthy and expensive probate process, they aren’t an effective way to protect…
Download PDF of this article here: Business Entity Estate Planning When people think of estate planning, the first ideas that typically come to mind are of wills, trusts, powers of attorney, and guardianship arrangements. Traditionally, those instruments have been closely associated with estate planning simply because they are legal tools exclusively dedicated to helping…
Download PDF of this article here: 2012 End of the World It’s no secret that 2012 marks the end of the Mayan Calendar. What that means, however, is anyone’s guess. Maybe it means that the end of the world is imminent (though that’s not likely). Perhaps the Mayans just got tired of plotting time and…
Download PDF of this article here: Estate Planning Is More Than Planning for Death Part of estate planning involves deciding how much you want to give away while you’re alive. Many, many people get a lot of joy from seeing their loved ones benefit from and even grow gifts. In some sense, that’s infinitely more…
Download PDF of this article here: All About The Family The holidays are here! This time of year is supposed to be about celebrating life, love, and family. It’s a time when we should really reflect on how blessed most of us are, and it’s an opportunity for us to show and share our love…
Download PDF of this article here: Health Care Proxies Living Wills and Little Kids There is some popular confusion about the difference (or similarities) between living wills and healthcare proxies. There is a stark difference between the two that can be summed up easily. Living wills specify your wishes directly to doctors and health…