Archive for the 'Estate Planning & Trusts' Category

Estate Planning

I made a call to a local attorney about estate planning and setting up a revokable trust. We’ll see if she can do anything for me. Based on my current assets plus what I’d get for life insurance, it looks like I should be in a decent place financially. Good news [...]

I just ran the numbers on a couple of different financial engines and tools and…

I’m putting this in my blog for public record purposes. Today I had my Advanced Directive and Durable Power of Attorney for Health Care signed, notarized and witnessed.

Suze Orman’s Will & Trust Kit is only $13.50 and $4 shipping.




 

 

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