Tag Archives: Basics

Estate planning basics

A CNN Money/Fortune Magazine article published yesterday gives a basic overview of some estate planning fundamentals. See How to avoid the ‘death tax’ by Janet Morrissey, 6/4/09. As we’ve mentioned, although the estate tax is set to expire at the … Continue reading

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The free lunch seminar trap

A recent Wall Street Journal article by Jennifer Levitz reported that financial scams targeting seniors are on the rise, and states are responding by increasing penalties on scammers. Seizing on fear of stock-market turmoil, sales people and fraudsters are hawking … Continue reading

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Life insurance basics

The New York Times published a basic article on life and disability insurance last week.  See Life and Disability Insurance: What You Need to Know, Paul Sullivan, New York Times, April 28, 2009.    From the article: Life insurance comes in … Continue reading

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Common sense estate planning: Get Organized!

Think of the people you’re burdening with your mess. Continue reading

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Estate planning during a recession

For an article on some estate planning considerations (and reconsiderations) during a recession, see Smaller Though It May Be, It’s Time to Look at the Estate, by Paul Sullivan, New York Times, 3/20/2009. Excerpts from the article: The biggest issue, … Continue reading

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