Estate Planning

Homeowner Who Foreclosed, Other Personal Finance Headlines

Interesting articles worth checking out: Homeowners qualifying for new mortgage after short sale. Auto purchasing and the various fine print costly add-ons. Estate planning: Naming a trustee for your trust, and living wills. Roth IRA escape hatch, for those that already converted, but now regret [...]

Dave Ramsey’s FPU Class, Insurance Lesson

The Dave Ramsey Financial Peace University multi-week class has an entire lesson on insurance, or risk management. Wisdom with insurance is key to financial planning to protect the things we own or our family from risk, using as few dollars as possible. To underline a few items from this lesson, [...]

Estate Planning for Blended Families

A marriage counselor friend of mine recently said that only 25% of households in some areas are made up of single people and traditional nuclear families of once married couples with their own children. The other 75% of households make up the rest of unmarried couples or remarried couples following [...]

Estate Planning Documents Most People Need

The following are the most common and basic estate planning documents. If you don’t have them, plan now to get them. If you do have them but it has been several years since they were updated, update them now. If you don’t have properly drawn-up documents, your family members will have great [...]

What is Estate and Legacy Planning?

Legacy planning is the new phrase that is used synonymously with estate planning these days, and is the general process of arranging your financial affairs in a way that reflects your main priorities and values. People often think about wills and trusts, and this type of planning will always [...]
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