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Tag Archives: estate planning
Winning With Money Part 5: Plan for the Future
I know we’ve already talked about being proactive with your money, but this takes it to a new level. Part of your long-term plan needs to cover things like future education, home maintenance, vehicle replacement, retirement, income replacement, funeral plans, and long-term medical care, among other things. Continue reading
Financial Excellence Month Question of the Day: April 26th, 2011
If you were to pass away while in debt would your… A) Debt be forgiven B) Heirs be responsible for the debt C) Estate be responsible for the debt D) Dreams of being Debt Free finally be “realized” Here’s the … Continue reading
Posted in Personal finance
Tagged death, debt, estate planning, financial literacy, financial literacy month, will
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Financial Literacy Month Question of the Day: April 21st, 2011
Turn your volume down for this one from Linda at LillicoFinancialCoaching.com: Should I get a Will? A) No, I might die if I get a will B) Yes. I love my family enough to have my wishes written down so … Continue reading
048 Financial Excellence: Financial Considerations for Aging Parents
Episode 48: Financial Considerations for Aging Parents, plus Thoughts on the Wisconsin Budget Protests, Feb 23, 2011. In today’s show we answer a mailbag question on the recent protests over Wisconsin Governor Scott Walker’s budget proposal and the ensuing protests … Continue reading
Posted in Living In Financial Excellence Podcast
Tagged beneficiary, estate planning, power of attorney, wills
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Do you have WILL-power?
There’s no need to plan for your death because it’s so far in the future. There are more important things to do right now. You don’t have time to write a will. Continue reading
Posted in Building Wealth, Personal finance
Tagged estate planning, net worth, retirement saving, will
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My son-in-law passed away. What should my daughter do?
Dear Matt, My son-in-law just passed away at the age of 38. He and my daughter were married for 15 months. They live in a suburb of Chicago. They have a house that is fully mortgaged. He had some life … Continue reading