Tag Archives | Estate Planning


Profitable Ideas: Biased Against Your Own Success, 100 Money-Saving Ideas, and More

A weekly roundup of some of the more interesting and helpful personal finance articles I’ve read recently. How Americans blow $1.7 trillion in retirement savings (Bloomberg). If you could just eliminate two behavioral biases… Why you need to write a will — even if you aren’t Prince (MarketWatch). You also need power of attorney documents […]

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Organizing Your Financial Life

Many years before my parents passed away they gave me an envelope containing copies of their wills, living wills, power of attorney documents for healthcare and finances, and a map of my father’s office indicating what papers where in what file cabinets.  It was an uncomfortable meeting, and it was a great gift.  Losing a […]

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Double Checking Your Beneficiaries

When was the last time you checked your beneficiary designations?  If it’s been a while, take a few minutes to review your life insurance policies and investment accounts like workplace retirement plans and brokerage accounts.  That’s one of the 38 financial fixes highlighted by Kiplinger’s Personal Finance magazine. When I double-checked our life insurance policies […]

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Three Documents You Can’t Do Without

MSN’s Liz Pulliam Weston makes a strong case that everyone should have a durable power of attorney for health care, a durable power of attorney for finances, and a living will. Should you become incapacitated, these documents will name someone to make decisions about your medical care and finances (you don’t need to choose the […]

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