Your Year-End Checklist
Question of the Week Your Year-End Checklist Happy Friday all! The end of 2020 is here. And for many of you, 2021 couldn’t come any sooner. Before we get to…
Category: Estate Planning
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To Prenup or Not to Prenup
Wedding season is approaching, and I can’t wait for several unions to take place in the next few months. If you’re getting married, you’ve got a lot on your mind… -
Advance Directives Part II—Health Care Issues
Last week, we talked about the durable power of attorney, which enables someone you designate to make decisions when you’re no longer able to do so. This week, I’ll cover… -
What is a Power of Attorney and When Do I Need One?
How much do you know about the basics of estate planning? If you’re like most people, probably very little. It may surprise you — or it may not — that… -
Reader Question: Should I Use an Online Estate Planning Tool?
Estate planning is most people’s least favorite personal finance topic. It’s not just that it brings up uncomfortable thoughts of mortality. You have to get lawyers involved (and who likes… -
Five Financial Tasks to Complete Before You Have a Child
My friends like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is a resounding… -
Important Takeaways from the Betterment LGBT Wealth Management Panel
This past week, I had the pleasure of speaking on a LGBT Wealth Management Panel for Betterment, one of the country’s leading robo-advisors. We addressed a lot of financial issues… -
Fixing Your Finances 101: Step 4 – Covering Your Bases
You’re over the hump! Just two more steps to go, and you will have what you need to help secure your financial future. As a review, in Step 1, we… -
Do You Need a Trust?
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are… -
Five Financial Tasks to Complete Before You Have Your Child
My friends and coworkers like to joke that I hate kids. They tease me because whenever anyone asks if Ben and I are going to have children, the answer is… -
Five Things You Should Update Right After You Get Married
Now that I’ve gotten all of the lovey-dovey married stuff out of the way, I wanted to offer five practical documents you should update right after you get married. Reality… -
Are You in the End Of Life Planning Majority?
Happy Monday! I hope you all had a nice weekend. Part of Ben’s and my Sunday routine involves sleeping in, having a nice breakfast, and watching CBS Sunday Morning. This… -
The Estate Planning Document That You’re Not Using But Should
Ben and I are traveling to Georgia next week to visit my family. I love seeing them over the holidays since I only get to hang out with them once…