Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good people, so I figured I better do it. We both know how hard it is to say “NO” to them so let’s take a look […]
What’s for Dinner – and Other Things You Should Know Before it’s Too Late
My husband says I worry too much. I recently suggested that he use one of these new “meal delivery” services if something were ever to happen to me. He said I worry too much. But, it’s important to me that our family sits down together for dinner – and with this meal service, it would be […]
Estate Planning 102 (no, you’re not done yet)
What’s Next? After reading our Masking Tape Inheritance blog, you finally did it! You made the time to visit your estate planning attorney (with your spouse) to go through the process of updating your estate plan. You’ve thought through the uncomfortable scenario of who would get your assets when you die. You […]
Final Transitions – Enhancing End of Life Planning
Now is the Time to Get Your Ducks in a Row Financial planning is always important, but becomes crucial during times of transition. The most significant transition of all deals with a person’s transition at the end of life. In recent years the health care industry has improved resources and awareness surrounding a person’s end […]
Where will your money go in 2015? – A Guide to Giving
Where will your money go in 2015? Many people intend to have charitable giving be part of their annual spending, but don’t actually plan for it. This may be because families aren’t sure which charities to give to, how much to give, or how to make the gifts. We know that the fun part is […]
