Money Savvy


Archive for the 'Estate Planning' Category

Nov 12 2007

Estate Planning Tips: Will your beneficiaries inherit, harmoniously?

Published by Jennifer under Estate Planning

(NC)-People spend a lifetime building wealth, but many don’t give much thought to how their assets will be distributed after they’re gone? Estate planning can be an uncomfortable topic in many families, but an orderly transition of wealth is essential for your overall financial well-being.
“It’s never too early to put the estate planning wheels in [...]

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Nov 12 2007

Money Wise Quick Tip: Calculate how much you need to retire

(NC)-A pleasant and comfortable retirement involves estate planning and precisely assessing your net worth. Before any estate plan is formulated, a detailed list of your assets and liabilities must be prepared. According to Altamira Investment Services, your assets should include the following: the properties you own; your personal possessions; the money you have set aside; [...]

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Nov 12 2007

Estate Planning: Smooth transition of assets can be assured

Published by Jennifer under Estate Planning

(NC)-Estate planning is not the most exciting of financial topics, but this kind of documentation is an important component of your overall investment strategy. There’s no time like the present to make sure that someday your assets will be harmoniously distributed to your beneficiaries.
“Estate planning is much more than just putting a will in place,” [...]

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Mar 31 2007

Listen Up Forex Newbies – Five Great Trading Tips to Ponder

Published by Jennifer under Estate Planning

Forex stands for foreign exchange and refers to the trading of foreign currencies. Unlike other markets, the foreign exchange does not have a physical, centralized location for activity; instead trading is done directly between banks, foreign currency dealers and foreign investors. Because of this foreign exchange trades are considered over the counter. Trading takes place [...]

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Mar 03 2007

Estate Planning - Find Out About the Taxes and Other Expenses Now

Published by Jennifer under Estate Planning, Taxes

When you’re planning your will and making provisions for your final expenses, plus provisions for the distribution of any wealth you leave behind, understand how estate taxes work is an important part of the plan. If you fail to understand these laws, you may unintentionally leave your loved ones in a bind, facing complicated tax [...]

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