The Finance Blogger


Financial Checklist When a Spouse Dies

Wednesday, June 21st, 2017 Posted in Estates | No Comments »

When your spouse passes away it can be emotionally overwhelming. Your best friend in many cases, has just left you and your wondering what you will do for the rest ... Read more..

Estate Planning Florida

Thursday, November 21st, 2013 Posted in Estates | No Comments »

Estate planning in Florida is just like anywhere else with one exception. Many people in Florida, vacationers or snowbirds, own an additional property in Florida that they only use for ... Read more..

Estate Planning Newsletter

Thursday, November 7th, 2013 Posted in Estates | No Comments »

Estate Planning Newsletter - As someone who's in retirement mode I am always interested in information about retirement planning and lately about estate planning. Estate planning newsletters is something that ... Read more..

Estate Planning Attorney California

Monday, October 21st, 2013 Posted in Estates | No Comments »

Hiring an estate planning attorney in California should be done with care. Make sure that there's a total alignment between your objectives and those of the attorney. Most attorneys will ... Read more..

Estate Planning San Diego

Monday, October 7th, 2013 Posted in Estates | No Comments »

Estate planning in San Diego or really anywhere in the country, is incredibly important. If you're planning or hoping to reduce the amount of tax that your estate will pay ... Read more..

Phoenix Estate Planner

Saturday, September 21st, 2013 Posted in Estates | No Comments »

Phoenix estate planners provide invaluable services to people who are trying to pass their estates to their children while trying to minimize the tax they will owe on their estates. ... Read more..

Estate Planning Orange County

Saturday, September 7th, 2013 Posted in Estates | No Comments »

It is so important to have an estate planner, whether you are on Orange County or somewhere else in the country. Estate planners can help individuals and investors make sure ... Read more..

Estate Planning Lawyer

Wednesday, August 7th, 2013 Posted in Estates | 1 Comment »

Estate Planning Lawyer. When would most people ever need an estate planning lawyer? For the average person, the only time that they would need a lawyer is to help them ... Read more..

Hire a Lawyer for Estate Planning

Sunday, April 21st, 2013 Posted in Estates | No Comments »

There are a number of reasons that you will want to hire a lawyer for estate planning purposes. The first and most obvious one is to prepare a will. A ... Read more..

Estate Planning Probate

Thursday, March 21st, 2013 Posted in Estates | No Comments »

Many people are concerned about paying probate taxes on their estates. They would like to minimize the probate taxes Many would like to leave as much money as possible to ... Read more..

Life Insurance Estate Planning

Thursday, March 7th, 2013 Posted in Life Insurance | No Comments »

Many people find life insurance estate planning complicated and emotionally draining. It really does not have to be either of these things and with a little help it can be ... Read more..

Estate Planning Life Insurance

Thursday, February 7th, 2013 Posted in Estates | No Comments »

Ever wonder what life insurance and estate planning have to do with each other? Well I did until I started looking into it. One day I was trying to figure ... Read more..

Who Should You Leave Your Assets To

Sunday, October 10th, 2010 Posted in Estates | 1 Comment »

Who Should You Leave Your Assets To? That may seem like a funny question to many people, yet many of us have a tough time trying to decide. Some like ... Read more..

Your Estate Plan – Summary

Sunday, March 21st, 2010 Posted in Estates | 1 Comment »

In recent posts we have been talking about financial investing and preparing for retirement. All of these investment planning ideas are great. Especially the 10 % investment plan approach and ... Read more..

Your Estate Plan – Get Started

Sunday, March 14th, 2010 Posted in Estates | 1 Comment »

Whether you have a large estate or a small estate there are many issues that you should be thinking about if you want your estate handled in a manner that ... Read more..

Preparing a Living Will

Wednesday, January 20th, 2010 Posted in Wills | 1 Comment »

You have probably heard of wills and have some idea of what a will is, but what on earth is a living will? It is actually a very important document ... Read more..

Preparing a Will

Friday, January 15th, 2010 Posted in Wills | No Comments »

Many people do not have time to prepare a will and it can cause a great many problems. Sometimes even discourse and hardship for those left behind if there is ... Read more..

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