Posts Tagged ‘Estate Plan’

What’s In Your Estate Plan?

The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? Estate Plan Basics An estate plan is the management and organization of your assets should you pass away. It also includes documentation…

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Financial Tips for Unmarried Couples

If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the legal protections and advantages that married couples enjoy. Here are some tips that can help you and your partner stay on the road to financial security. Talk about your finances…

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What to do When You’re Suddenly Wealthy

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Now that you’ve come into a windfall, you have some issues to deal with. You’ll need to…

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