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Archive for the 'Estate Planning' Category

Creating a Legacy

Posted in Estate Planning, Estate Taxes on Jul 5th, 2007 No Comments »

Business Week
JUNE/JULY, 2007

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You Don’t Have To Lose Your Wealth To The IRS

Posted in Estate Planning, Family-related, Retirement on Jun 13th, 2007 No Comments »

Most of the concepts and strategies you read in this column are really answers to questions asked by readers who call our office.
About three of every four callers ask a variation of this troublesome question: “What will estate planning do for me, my family and my business?” The simple answer: The “right

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The 100 Most Influential Personal Finance Bloggers

Posted in Credit Improvement, Credit Scores, Debt Reduction, Entrepreneurs, Estate Planning, FICO Scores, Family-related, Home-based Business Support, Mortgage Reduction, Real Estate Taxes, Residential Mortgages, Retirement, Small business, Uncategorized on Jun 11th, 2007 1 Comment »

Bloggers have begun to supplant traditional media in influence and audience in a wide array of areas, none more recent and more profound than in personal finance. Whether their goals are as ambitious as becoming a millionaire or as humble as paying down their credit card debt, tens of thousands of people over the past [...]

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Tough Choice: Your Retirement Lifestyle or … Your House?

Posted in Estate Planning, Family-related, Res. Mortgage Loan Refinancing, Residential Mortgages, Retirement on Jun 5th, 2007 1 Comment »

Monday, June 04, 2007
Gail Buckner, CFP

Dear Friends,
Let’s see if I’ve got this straight:
On the one hand, you’re not maxxing out your 401(k) contributions because you claim you can’t afford to. On the other, you think nothing of dropping a couple of hundred bucks at Home Depot to spruce up [...]

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Simple Strategies for Keeping Your Affairs in Order

Posted in Estate Planning, Family-related, Organization, Recordkeeping on Jun 4th, 2007 No Comments »

There’s a lot more to keeping your affairs in order than just having a will drawn up. Likewise, keeping your affairs in order isn’t something you should put off until you’re in your 70’s. Whether you have been married for one year or 60…whether or not you have children…or even if you’re a lifelong [...]

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