Category: Estate Planning

Why Do I Need A Will, Living Will and POA?

This article answers the question, “Why do I need a will?” It also discusses a few other important estate planning documents such as a living will and power of attorney.

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Health Care Reform Means Higher Taxes

The new sweeping health care reform will bring higher taxes to many taxpayers, and it won’t be pretty.

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Thursday May 20th, 2010 in Estate Planning, Taxes, financial planning | 4 Comments »

Is Long-Term Care Insurance A Rip-Off?

Most people don’t buy long-term care insurance due to the fear of not needing it. Asset-based long-term care gives you the protection if you need it, and your money back if you don’t.

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Special-Needs Financial Planning

Family’s with special-needs members need a personal financial planner who is also part life coach and part social worker.

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Giving Equally To All Your Children

Giving equally to all your children can be difficult to swallow. But giving more to one can cause family contention that could last a lifetime.

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